Financial education and guidance in the workplace

WEALTH at work is a specialist provider of financial education and guidance in the workplace supported by regulated financial advice for individuals.

We help employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This involves segmenting the workforce into different cohorts to enhance employee engagement.

Our regulated financial advice service helps individuals to understand their personal financial situation, whether they’re saving for their future or selecting their retirement income options.

As there is a growing need to provide support for pension scheme members at-retirement, our services are also available for Trustees to help their members fully understand their retirement income options and how to mitigate associated risks.

This complete service offering helps employers and Trustees support employees and pension scheme members to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement through our retirement income options service.

Our approach to education revolves around a proactive and interactive delivery.

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A one to one conversation which helps employees clarify elements of their financial situation.

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Helping individuals to
understand their personal
financial situation.

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Helping employees understand and make the most of their retirement income options.

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WEALTH at work can support the following:

WEALTH at work

Employee Engagement

We can provide you with the digital nudges you need to create employee engagement.

WEALTH at work

Pension Freedoms

The pension freedoms mean a whole new world of choice for your employees on how to draw income at retirement.

WEALTH at work

Financial Wellbeing

We can help you provide your employees with the knowledge to make informed decisions.

News

WEALTH at work listed as one of the ‘1000 companies to Inspire Britain’ 2020.

WEALTH at work listed as one of the ‘1000 companies to Inspire Britain’ 2020.

WEALTH at work has once again been acknowledged as one of the 1000 Companies to Inspire Britain by the London Stock Exchange Group.

18th November 2020

Pension withdrawals rise during the pandemic: Do employees really understand their actions?

Pension withdrawals rise during the pandemic: Do employees really understand their actions?

Pension withdrawals rise during the pandemic: Do employees really understand their actions?

9th November 2020

University of Lincoln wins Best Financial Education Strategy award.

University of Lincoln wins Best Financial Education Strategy award.

University of Lincoln has been announced as the winner of the ‘Best Financial Education Strategy’ at the 2020 WSB Awards. The awards aim to recognise the employers which have the best benefits teams and offerings to staff and have done the most to improve these over the past 12 months.

3rd November 2020

Employees need support to make the most of their redundancy pay.

Employees need support to make the most of their redundancy pay.

It is an inevitable and unfortunate fact that more redundancies are likely. WEALTH at work have put together an overview of some of the key areas covered in its workplace redundancy seminars, to help employees understand some of the options available to them.

28th October 2020

Take our poll

This poll has been closed.

Does your workplace provide or facilitate access to regulated financial advice for employees at-retirement?

Our survey results

Overcoming the risks at-retirement survey 2019

WEALTH at work conducted a survey with Pensions Management Institute to investigate what Trustees are doing to support pension scheme members as they make decisions to access their retirement savings.

Please click here to view the results.