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.

people in a meeting
83% of employers are aware that their employees are not saving enough for retirement.
74% of employers see uncertainty about how to make decisions when accessing pensions as a key concern for staff.
59% of employers believe their employees have no financial plan in place leading up to or during retirement.

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.

lightbulb icon

Latest News

Trustees to step up as the first line of defence against pension scams.

Trustees to step up as the first line of defence against pension scams.

22nd June 2020

The Pensions Regulator (TPR) has reiterated its warnings about scams after recent figures from Action Fraud show that over £5.3m has been lost to coronavirus-related scams since February 2020, with pension scams being among the most common type of fraud.

Help employees avoid losing their pension to scams and fraudsters.

Help employees avoid losing their pension to scams and fraudsters.

18th June 2020

WEALTH at work has shared its top tips on how pension scheme members can avoid losing their pension to scams and fraudsters.

Pension Change – Nationwide Building Society Case Study.

Pension Change – Nationwide Building Society Case Study.

12th June 2020

Defined benefit (DB) schemes are under increasing pressure to manage their costs and liabilities and the number of schemes considering their options are growing.