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.

Banner which reads: your employees financial health check starts here.

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.

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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.

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Pension Freedoms

The pension freedoms mean a whole new world of choice for your employees on how to draw income at retirement.

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Financial Wellbeing

We can help you provide your employees with the knowledge to make informed decisions.

News

Help employees to build their financial resilience.

Help employees to build their financial resilience.

When examining the impact of the pandemic, according to a study by LCP – almost half (47%) said the pandemic had changed their ability to save.

30th July 2021

80% of Trustees have fears about members not understanding the risks around defined benefit pension transfers.

80% of Trustees have fears about members not understanding the risks around defined benefit pension transfers.

WEALTH at work’s latest survey* with the Pensions Management Institute (PMI) has revealed that 80% of Trustees have concerns about their members not understanding the risks around transferring out of their defined benefit scheme.

23rd July 2021

Why is financial education and guidance so important right now?

Why is financial education and guidance so important right now?

Financial education and guidance is beneficial to the financial wellbeing of employees and pension scheme members.

21st July 2021

94% of Trustees fear retiring members will be targeted by scammers.

94% of Trustees fear retiring members will be targeted by scammers.

Pension scams are a persistent problem which have a devastating impact on those who become victims.

21st July 2021

Take our poll

Do you think it is becoming increasingly important to provide financial education and guidance to employees who are approaching retirement?

Our survey results

Overcoming the risks at-retirement survey 2021

WEALTH at work has conducted a survey with the Pensions Management Institute (PMI) to investigate the concerns Trustees have for their members in the run up to their retirement and what support provisions they have in place.

Please click here to view the results.