Please note

Due to the latest nationwide lockdown (effective from 06/01/2021), the majority of our staff will be operating remotely.

As we have done throughout the previous lockdown period we will continue to deliver all our services digitally.

If you wish to discuss any aspect of our services, either already planned or that you may wish to consider, please do not hesitate to call us on 0800 234 6880.

Please note we are able to deliver educational programmes designed specifically to help employees understand and navigate COVID related financial issues covering a range of topics.

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

New rules at retirement mean employees need to look closely at what their pension provider is offering.

New rules at retirement mean employees need to look closely at what their pension provider is offering.

New pension rules will come into force from the 1st February for those approaching retirement under FCA (Financial Conduct Authority) regulation. These new regulations are designed to protect consumers who do not take regulated financial advice as the FCA are concerned that consumers often make poor decisions such as converting their pension investments to cash, which over the average retirement would see a reduction in value in real terms as the return on the cash fails to keep pace with inflation.

18th January 2021

New Year financial resolutions for uncertain times.

New Year financial resolutions for uncertain times.

The New Year is a great time to take control of your finances. Unfortunately, the income of many households across the UK has been seriously impacted by the pandemic, with many people having been made redundant and others having to manage on a reduced income. This is having a direct effect on employee financial wellbeing.

7th January 2021

Top 10 tips for employees retiring in 2021.

Top 10 tips for employees retiring in 2021.

Retirement plans for 2021 have changed for many due to the pandemic. Whilst some have decided to put their retirement on hold due to their savings taking a hit because of Covid-19, others are deciding to retire early after being discouraged about finding employment again when faced with redundancy.

6th January 2021

What Trustees need to do to protect members from pension scams.

What Trustees need to do to protect members from pension scams.

Unfortunately scammers often see turbulent times like these, when people are concerned and vulnerable, as an opportunity.

15th December 2020

Take our poll

The income of many households across the UK has been seriously impacted by Covid-19, which is having a direct effect on employee financial wellbeing.

In light of this, is having a financial wellbeing strategy in the workplace a business priority for 2021?

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.