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.

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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.

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Latest News

How to identify employees at risk of breaching the LTA and what they can do.

How to identify employees at risk of breaching the LTA and what they can do.

27th April 2021

As announced in the Budget, the Lifetime Allowance (LTA) will remain at its current level of £1,073,100 until April 2026. It’s been predicted that an estimated 10,000 individuals with large pension pots will pay more than £22,000 extra in tax by 2024.

How employees can boost their pension pot by 25% by saving just 1% more

How employees can boost their pension pot by 25% by saving just 1% more

13th April 2021

Many employees are already paying 5% of their salary into their workplace pension through auto-enrolment, with an additional 3% employer contribution...

Key areas employees should understand if they are made redundant.

Key areas employees should understand if they are made redundant.

26th March 2021

WEALTH at work have provided an overview of some of the key areas that employees will need to understand if they are made redundant.