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 wellbeing strategies will need to move up a gear or two.

Financial wellbeing strategies will need to move up a gear or two.

It’s not uncommon for individuals to face financial worries at various stages of their life – whether that is dealing with debt, or making their monthly budget work.

29th July 2020

PMI launches new financial education and guidance service provided by WEALTH at work.

PMI launches new financial education and guidance service provided by WEALTH at work.

The Pensions Management Institute (PMI) has announced the launch of a new financial education and guidance service provided by WEALTH at work called ‘RetirementMatters’.

28th July 2020

Employers and Trustees can do more to help combat pension scams.

Employers and Trustees can do more to help combat pension scams.

Freedom and choice provides flexibility for pension scheme members but the downside is that without sufficient knowledge, it can be easy for them to make poor decisions.

27th July 2020

Helping members avoid falling prey to investment scams.

Helping members avoid falling prey to investment scams.

Scams have been on the rise for many years and increased significantly following the introduction of freedom and choice.

21st July 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.