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 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 targeting different segments of the workforce to enhance employee engagement. Our regulated advice service helps individuals to understand their personal financial situation, whether they’re saving for their future or selecting their retirement income options.

This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement.

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 Changes

The pension changes 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

Default pathways at-retirement could lead to many pension scheme members losing out.

Default pathways at-retirement could lead to many pension scheme members losing out.

Some in the pensions industry believe that default retirement pathways protect individuals from making poor decumulation choices and the FCA has recently announced a consultation on how to implement default investment pathways for non-advised individuals entering drawdown.

12th February 2019

The building blocks of an effective financial wellbeing strategy.

The building blocks of an effective financial wellbeing strategy.

5 key things to consider to build an effective financial wellbeing strategy.

8th January 2019

6 steps employers can take to help employees who are retiring in 2019.

6 steps employers can take to help employees who are retiring in 2019.

The New Year is the perfect time for employees to take stock of their finances.

18th December 2018

Take our poll

Do you think it’s becoming increasingly important to have a financial wellbeing strategy in the workplace?

Our survey results

Focus on Retirement Income Matters Survey Results 2018

WEALTH at work survey investigated what workplace support is available to employees. Please click here to view the results.