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 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 targeting different segments of the workforce to enhance employee engagement. Our regulated advice service helps individuals to understand their personal financial situation, whether they’re saving for their future or selecting their retirement income options.

This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement.

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 Changes

The pension changes 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

How employees could pay little, or no tax at-retirement.

How employees could pay little, or no tax at-retirement.

Individuals could end up paying 200 x more tax depending on how they decide to access retirement income

31st October 2018

Budget commentary 2018.

Budget commentary 2018.

The Chancellor of the Exchequer, Philip Hammond, has today delivered this year’s Budget Report.

29th October 2018

Financial wellbeing in the workplace: ensuring the savings effort pays off.

Financial wellbeing in the workplace: ensuring the savings effort pays off.

One of the most crucial elements of employee financial wellbeing is retirement preparation.

22nd October 2018

4 steps employees can take to either avoid or reduce the impact of the Lifetime Allowance.

4 steps employees can take to either avoid or reduce the impact of the Lifetime Allowance.

New figures show individuals pay almost 20 times more in tax...

15th October 2018

Take our poll

This poll has been closed.

Do you believe that employees with a defined contribution scheme should be defaulted into a decumulation pathway at-retirement without financial guidance?

Our survey results

Focus on Retirement Income Matters Survey Results 2018

WEALTH at work survey investigated what workplace support is available to employees. Please click here to view the results.