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

Engaging with savings - Taking a wider view of pensions.

Engaging with savings - Taking a wider view of pensions.

Jonathan Watts-Lay discusses the results of the Employee Benefits 2019 Pensions Research.

25th November 2019

The changing DB transfer market.

The changing DB transfer market.

Jonathan Watts-Lay, Director, WEALTH at work, joins PMI to discuss recent changes surrounding DB transfers.

20th November 2019

Tips for employees to avoid getting into debt this Christmas.

Tips for employees to avoid getting into debt this Christmas.

Top ten tips for employers to share with their employees on how they can avoid debt this festive season.

5th November 2019

Less than one week to go until new pension ‘wake up packs’.

Less than one week to go until new pension ‘wake up packs’.

Pension providers have been told they have to significantly reduce the size of the 'wake up packs'.

29th October 2019

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.