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

Making the most of redundancy pay

Making the most of redundancy pay

22nd September 2020

WEALTH at work have put together an overview of some of the key areas covered in its workplace redundancy seminars, to help employees understand some of the options available to them.

Employees need to understand how to make the most of their redundancy pay.

Employees need to understand how to make the most of their redundancy pay.

21st September 2020

The Government’s Coronavirus Job Retention Scheme comes to an end on 31 October 2020 in which a third of the UK workforce were furloughed. Given the global impact of the coronavirus crisis along with many recent redundancy announcements, it is an inevitable and an unfortunate fact that more redundancies are likely.

Trustees must step up and protect DB members considering a pension transfer.

Trustees must step up and protect DB members considering a pension transfer.

7th September 2020

The ban on contingent charging for defined benefit (DB) pension transfers, where financial advisers only get paid if a transfer goes ahead, will take effect from 1 October 2020.