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.

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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.

Due to the latest nationwide lockdown (effective from 06/01/2021), the majority of our staff will be operating remotely. As we have done throughout the previous lockdown period we will continue to deliver all our services digitally. If you wish to discuss any aspect of our services, either already planned or that you may wish to consider, please do not hesitate to call us on 0800 234 6880. Please note we are able to deliver educational programmes designed specifically to help employees understand and navigate COVID related financial issues covering a range of topics.

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:

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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

WEALTH at work launch the Financial Healthcheck to help employees achieve their financial goals.

WEALTH at work launch the Financial Healthcheck to help employees achieve their financial goals.

In recognition of the demand on employers to support employees during the pandemic and beyond, WEALTH at work have launched a new online platform called the ‘Financial Healthcheck’.

15th February 2021

Protecting the financial wellbeing of employees during the pandemic and beyond.

Protecting the financial wellbeing of employees during the pandemic and beyond.

At times like these – when many households are surviving on a reduced income due to a reduction in salary or redundancy -– the need to protect employee financial wellbeing has never been more important.

11th February 2021

As pension withdrawal rates increase, members need to be aware of the pitfalls of early pension access.

As pension withdrawal rates increase, members need to be aware of the pitfalls of early pension access.

Latest figures from HMRC have revealed that 360,000 people withdrew from their defined contribution pensions throughout October, November and December 2020 which is a 10% increase on the same period last year.

9th February 2021

Pension scams rife almost one year on from when Covid-19 first struck.

Pension scams rife almost one year on from when Covid-19 first struck.

These uncertain times are often seen as a window of opportunity for scammers looking to prey on vulnerable individuals, with a recent report by Action Fraud finding that pension scams had become one of the most common types of fraud to occur last year . In fact, the FCA opened 24% more pension scam cases last year than in 2019.

4th February 2021

Take our poll

The income of many households across the UK has been seriously impacted by Covid-19, which is having a direct effect on employee financial wellbeing.

In light of this, is having a financial wellbeing strategy in the workplace a business priority for 2021?

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.