WEALTH at work is a leading financial wellbeing and retirement specialist

– helping those in the workplace to improve their financial future.

Established in 2005, we work with hundreds of organisations across both the private and public sector by offering financial educationguidance and regulated financial advice.

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.

financial-helpline

Financial Helpline

One-to-one support is essential for those employees who have personal questions of a financial nature.

WEALTH at work

Financial Wellbeing

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

News

92% of Trustees fear their members approaching retirement will be targeted by scammers.

92% of Trustees fear their members approaching retirement will be targeted by scammers.

WEALTH at work’s survey* with the Pensions Management Institute (PMI) has revealed that 92% of Trustees fear their members approaching retirement will be targeted by scammers.

16th August 2022

Almost a quarter of adults are now concerned about their financial health.

Almost a quarter of adults are now concerned about their financial health.

The cost of living crisis shows no sign of abating, piling pressure on every type of household after inflation rose by 9.4% in the 12 months to June 2022.

27th July 2022

Should retiring employees be considering annuities right now?

Should retiring employees be considering annuities right now?

Jonathan Watts-Lay, Director, WEALTH at work answers some key questions on annuities in light of the recent uplift in the rates available.

27th July 2022

49% of working UK adults receive no support from their employer on how to understand their finances.

49% of working UK adults receive no support from their employer on how to understand their finances.

A survey of 2,000 UK adults was conducted by WEALTH at work, a leading financial wellbeing and retirement specialist which found that just under half (49%) say their employer does not do anything to help them understand their finances.

25th July 2022

Take our poll

Do you think financial worries lead to higher levels of absenteeism in the workplace?