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.

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

Top 10 tips for employees to cut costs and boost savings.

Top 10 tips for employees to cut costs and boost savings.

WEALTH at work has shared its top 10 tips for employees wanting to cut their costs and boost their savings.

10th August 2018

Don’t ditch the LISA – it could be a great addition to the benefits package!

Don’t ditch the LISA – it could be a great addition to the benefits package!

The LISA is an ideal option for those saving for a deposit on their first home, due to the guaranteed bonus.

10th August 2018

Making the most of tax breaks.

Making the most of tax breaks.

Jonathan Watts-Lay, Director, WEALTH at work, discusses with The Telegraph how individuals can make the most of tax breaks when taking income in retirement.

2nd August 2018

Pensions dashboard to be viewed with caution.

Pensions dashboard to be viewed with caution.

Jonathan Watts-Lay comments on why the pensions dashboard should be viewed with caution.

25th July 2018

Take our poll

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.