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

Support for guidance pathways at-retirement is growing.

Support for guidance pathways at-retirement is growing.

Over the past few weeks the support for guidance pathways at-retirement has really grown.

10th December 2018

Poll reveals little support for defaults without financial guidance.

Poll reveals little support for defaults without financial guidance.

86% believe that employees should not be defaulted into a decumulation pathway at-retirement

26th November 2018

How employees could pay little, or no tax at-retirement.

How employees could pay little, or no tax at-retirement.

Individuals could end up paying 200 x more tax depending on how they decide to access retirement income

16th November 2018

How to get the best from your financial wellbeing strategy.

How to get the best from your financial wellbeing strategy.

Jonathan Watts-Lay discusses why it is important for organisations to have a financial wellbeing strategy in place.

9th November 2018

Take our poll

Do you believe that employees understand the tax rules when withdrawing money from their pension?

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.