Many people are overestimating their financial ability but are not saving enough for retirement.

Many people are overestimating their financial ability but are not saving enough for retirement.

29th November 2021

Six out of ten people (63%) think their financial knowledge is either excellent or above average, according to a new survey of working adults.

Providing financial wellbeing support to those supporting our local community.

Providing financial wellbeing support to those supporting our local community.

26th November 2021

WEALTH at work - a leading financial wellbeing and retirement specialist based in Liverpool has agreed to provide financial education to a local charity organisation – Sahir House. Sahir House is a national charitable organisation which has been offering HIV support, prevention, information and training across Merseyside since 1985.

Top ten tips to avoid getting into debt this Christmas.

Top ten tips to avoid getting into debt this Christmas.

23rd November 2021

Christmas is an expensive time of year with the cost of presents, food and entertaining, and according to MoneyHelper, a quarter of individuals are worried about going into debt as a result of the festivities this year.

New measures to protect pension savers from scam transfers.

New measures to protect pension savers from scam transfers.

17th November 2021

New measures to protect pension savers and help stop scam transfers in their tracks will come into force on Tuesday 30 November. It will mean suspicious pension transfers can be stopped from ending up in the hands of a fraudster, as pension trustees and scheme managers get new powers to intervene.

Safeguarding pensions and stopping scammers.

Safeguarding pensions and stopping scammers.

29th October 2021

Jonathan Watts-Lay, Director, WEALTH at work, joined Professional Pensions in a webinar which looked at the challenges members face from both pension scams, inappropriate advice and poor decision making.

Research reveals health and wealth as the top retirement concerns.

Research reveals health and wealth as the top retirement concerns.

22nd September 2021

Health and wealth issues are the top retirement concerns, according to a new survey of workers approaching retirement (age 50+).

Retirement confusion could result in dire consequences for many.

Retirement confusion could result in dire consequences for many.

13th September 2021

More than a quarter (27%) of people approaching retirement admit that they need help understanding what their income options are - according to a new survey.

Five steps to help employees build their financial resilience.

Five steps to help employees build their financial resilience.

8th September 2021

More than half of UK adults (51%) say that the pandemic has made them more conscious of the need to save more, with over a quarter (26%) saying it has made them recognise that they do not have enough savings.

Q&A with Employee Benefits.

Q&A with Employee Benefits.

6th September 2021

Employee Benefits ask; “Why should employers introduce a financial aid fund and how can it support employees?”

Employees need more support to build their financial resilience.

Employees need more support to build their financial resilience.

17th August 2021

The pandemic forced many people to stop and think about their finances, and the majority realised that they needed to save more...

Research reveals the varying impact of the pandemic on retirement plans.

Research reveals the varying impact of the pandemic on retirement plans.

10th August 2021

New research from WEALTH at work has uncovered the varying impact the pandemic has had on retirement plans.

Help employees to build their financial resilience.

Help employees to build their financial resilience.

30th July 2021

When examining the impact of the pandemic, according to a study by LCP – almost half (47%) said the pandemic had changed their ability to save.

80% of Trustees have fears about members not understanding the risks around defined benefit pension transfers.

80% of Trustees have fears about members not understanding the risks around defined benefit pension transfers.

23rd July 2021

WEALTH at work’s latest survey* with the Pensions Management Institute (PMI) has revealed that 80% of Trustees have concerns about their members not understanding the risks around transferring out of their defined benefit scheme.

Why is financial education and guidance so important right now?

Why is financial education and guidance so important right now?

21st July 2021

Financial education and guidance is beneficial to the financial wellbeing of employees and pension scheme members.

94% of Trustees fear retiring members will be targeted by scammers.

94% of Trustees fear retiring members will be targeted by scammers.

21st July 2021

Pension scams are a persistent problem which have a devastating impact on those who become victims.

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