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

Help employees to build their financial resilience.

Help employees to build their financial resilience.

30th July 2021

When examining the impact of the pandemic, according to a study by LCP – almost half (47%) said the pandemic had changed their ability to save.

80% of Trustees have fears about members not understanding the risks around defined benefit pension transfers.

80% of Trustees have fears about members not understanding the risks around defined benefit pension transfers.

23rd July 2021

WEALTH at work’s latest survey* with the Pensions Management Institute (PMI) has revealed that 80% of Trustees have concerns about their members not understanding the risks around transferring out of their defined benefit scheme.

Why is financial education and guidance so important right now?

Why is financial education and guidance so important right now?

21st July 2021

Financial education and guidance is beneficial to the financial wellbeing of employees and pension scheme members.