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 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.

More

A one to one conversation which helps employees clarify elements of their financial situation.

More

Helping individuals to
understand their personal
financial situation.

More

Helping employees understand and make the most of their retirement income options.

More

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

Employees may not realise how affordable retirement could be for them.

Employees may not realise how affordable retirement could be for them.

Many employees are concerned about whether they can actually afford to retire without really realising that they may not need as much as they think.

14th October 2020

Enabling employees to retire healthy and happy at the University of Lincoln.

Enabling employees to retire healthy and happy at the University of Lincoln.

Kath Sinclair, Corporate Relationship Manager from, WEALTH at work, joined Ian Hodson of the University of Lincoln at REBA’s Employee Wellbeing Congress to look at how the university enables its employees to retire healthy and happy.

12th October 2020

Are your employees facing a reduced household income?

Are your employees facing a reduced household income?

WEALTH at work has outlined some ideas covered in their financial education online seminars on how employees can manage their finances should they be facing a reduced income through redundancy or a change in their salary or because their overall household income has fallen due to a partner suffering lost income.

6th October 2020

Understanding retirement options.

Understanding retirement options.

Jonathan Watts-Lay, Director, WEALTH at work, joined WSB in a webinar on Monday 14 September to discuss how employers can help their employees understand their retirement options.

6th October 2020

Take our poll

This poll has been closed.

Does your workplace provide or facilitate access to regulated financial advice for employees at-retirement?

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.