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

Top financial worries revealed in new research.

Top financial worries revealed in new research.

In its latest research series of working adults, WEALTH at work - a leading financial wellbeing and retirement specialist, has uncovered the top financial worries that people have.

14th December 2021

What employees need to know to reduce the impact of the LTA.

What employees need to know to reduce the impact of the LTA.

As announced in April's Budget, the Lifetime Allowance (LTA) will be frozen at its current level of £1,073,100 until April 2026. Latest reports have suggested that as a direct result of the freezing of the LTA, more than 1.6 million pension savers[1] are set to reach the limit and will be hit with a tax charge of 55% in retirement.

8th December 2021

Many people are overestimating their financial ability but are not saving enough for retirement.

Many people are overestimating their financial ability but are not saving enough for retirement.

Six out of ten people (63%) think their financial knowledge is either excellent or above average, according to a new survey of working adults.

29th November 2021

Providing financial wellbeing support to those supporting our local community.

Providing financial wellbeing support to those supporting our local community.

WEALTH at work - a leading financial wellbeing and retirement specialist based in Liverpool has agreed to provide financial education to a local charity organisation – Sahir House. Sahir House is a national charitable organisation which has been offering HIV support, prevention, information and training across Merseyside since 1985.

26th November 2021

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