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

Financial education is fundamental to improving pension engagement.

Financial education is fundamental to improving pension engagement.

Much more needs to be done to persuade employees to save more for retirement

17th May 2019

Members are ill-prepared for the risks they face when accessing their pension.

Members are ill-prepared for the risks they face when accessing their pension.

Research investigates concern Trustees have for scheme members.

14th May 2019

How to ensure your savings package pays off.

How to ensure your savings package pays off.

Jonathan Watts-Lay, Director, discusses how to engage employees.

8th May 2019

Pensions dashboards are only part of the picture.

Pensions dashboards are only part of the picture.

The DWP has published its response to its consultation on pensions dashboards.

9th April 2019

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.