WEALTH at work is a leading financial wellbeing and retirement specialist

– helping those in the workplace to improve their financial future.

Established in 2005, our financial coaches work with hundreds of organisations across both the private and public sector by providing financial education and one to one guidance. For those wishing to understand their personal financial situation, support is also provided through our helpline. At this point, we can provide access to a savings platform, or provide regulated financial advice.

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.

Financial Helpline

One-to-one support is essential for those employees who have personal questions of a financial nature.

WEALTH at work

Financial Wellbeing

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

News

'Financial wellbeing…a new phenomenon or not?’ event – November 2023.

'Financial wellbeing…a new phenomenon or not?’ event – November 2023.

Our event ‘Financial wellbeing …a new phenomenon or not?’ took place at the Shangri La, The Shard, London on 14 November 2023.

17th November 2023

Top 10 tips for managing money this festive season.

Top 10 tips for managing money this festive season.

Managing money during the festive season can be a challenging time for employees, but some careful planning could allow individuals to enjoy the holidays without getting into debt.

13th November 2023

Take our poll

If you are an employer, have you seen an increase in the number of employees wanting to reduce or stop paying into their pension due to cost of living concerns?