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.

We can help you by creating a programme tailored to your needs.

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Latest News

Financial education is fundamental to improving pension engagement.

Financial education is fundamental to improving pension engagement.

17th May 2019

Much more needs to be done to persuade employees to save more for retirement

Members are ill-prepared for the risks they face when accessing their pension.

Members are ill-prepared for the risks they face when accessing their pension.

14th May 2019

Research investigates concern Trustees have for scheme members.

How to ensure your savings package pays off.

How to ensure your savings package pays off.

8th May 2019

Jonathan Watts-Lay, Director, discusses how to engage employees.