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.
Employee Benefits Pensions Research 2019.
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.
18th January 2021
New pension rules will come into force from the 1st February for those approaching retirement under FCA (Financial Conduct Authority) regulation. These new regulations are designed to protect consumers who do not take regulated financial advice as the FCA are concerned that consumers often make poor decisions such as converting their pension investments to cash, which over the average retirement would see a reduction in value in real terms as the return on the cash fails to keep pace with inflation.
7th January 2021
The New Year is a great time to take control of your finances. Unfortunately, the income of many households across the UK has been seriously impacted by the pandemic, with many people having been made redundant and others having to manage on a reduced income. This is having a direct effect on employee financial wellbeing.
6th January 2021
Retirement plans for 2021 have changed for many due to the pandemic. Whilst some have decided to put their retirement on hold due to their savings taking a hit because of Covid-19, others are deciding to retire early after being discouraged about finding employment again when faced with redundancy.
