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 targeting different segments of the workforce 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.

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 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

Pensions dashboards are only part of the picture.

Pensions dashboards are only part of the picture.

The DWP has published its response to its consultation on pensions dashboards.

9th April 2019

Guiding the way at-retirement.

Guiding the way at-retirement.

Before any decisions are made at-retirement, individuals really need to understand what their options are.

25th March 2019

Understanding the risks at-retirement.

Understanding the risks at-retirement.

Jonathan Watts-Lay, Director, WEALTH at work, takes a look at understanding the risks at-retirement.

25th March 2019

5 ways to help employees facing retirement.

5 ways to help employees facing retirement.

WEALTH at work have listed 5 ways employers can help employees who are facing retirement.

25th March 2019

Take our poll

Do you think it’s becoming increasingly important to have a financial wellbeing strategy in the workplace?

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.