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 ten tips to avoid getting into debt this Christmas.

Top ten tips to avoid getting into debt this Christmas.

Christmas is an expensive time of year with the cost of presents, food and entertaining, and according to MoneyHelper, a quarter of individuals are worried about going into debt as a result of the festivities this year.

23rd November 2021

New measures to protect pension savers from scam transfers.

New measures to protect pension savers from scam transfers.

New measures to protect pension savers and help stop scam transfers in their tracks will come into force on Tuesday 30 November. It will mean suspicious pension transfers can be stopped from ending up in the hands of a fraudster, as pension trustees and scheme managers get new powers to intervene.

17th November 2021

Safeguarding pensions and stopping scammers.

Safeguarding pensions and stopping scammers.

Jonathan Watts-Lay, Director, WEALTH at work, joined Professional Pensions in a webinar which looked at the challenges members face from both pension scams, inappropriate advice and poor decision making.

29th October 2021

Research reveals health and wealth as the top retirement concerns.

Research reveals health and wealth as the top retirement concerns.

Health and wealth issues are the top retirement concerns, according to a new survey of workers approaching retirement (age 50+).

22nd September 2021

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