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

Engaging with savings - Taking a wider view of pensions.

Engaging with savings - Taking a wider view of pensions.

25th November 2019

Jonathan Watts-Lay discusses the results of the Employee Benefits 2019 Pensions Research.

The changing DB transfer market.

The changing DB transfer market.

20th November 2019

Jonathan Watts-Lay, Director, WEALTH at work, joins PMI to discuss recent changes surrounding DB transfers.

Tips for employees to avoid getting into debt this Christmas.

Tips for employees to avoid getting into debt this Christmas.

5th November 2019

Top ten tips for employers to share with their employees on how they can avoid debt this festive season.