Our Company

WEALTH at work is a specialist provider of financial education and guidance in the workplace supported by regulated 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 targeting different segments of the workforce to enhance employee engagement.

Our regulated advice service helps individuals to understand their personal financial situation, whether they’re saving for their future or selecting their retirement income options.

This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement.

To learn more, please see our approach and see what our clients say about us.

Jonathan Watts-Lay, Director, WEALTH at work comments,

“We have built a reputation of excellence by providing tailored financial education and guidance supported by regulated advice as well as online tools and services.

We pride ourselves on the quality of our work and commitment to service which has resulted in many of the UK’s largest companies retaining our services.  We have educated tens of thousands of employees over the last few years, covering a range of subjects from long term income planning to share scheme diversification and redundancy to retirement planning.”

Latest News

Support for guidance pathways at-retirement is growing.

Support for guidance pathways at-retirement is growing.

10th December 2018

Over the past few weeks the support for guidance pathways at-retirement has really grown.

Poll reveals little support for defaults without financial guidance.

Poll reveals little support for defaults without financial guidance.

26th November 2018

86% believe that employees should not be defaulted into a decumulation pathway at-retirement

How employees could pay little, or no tax at-retirement.

How employees could pay little, or no tax at-retirement.

16th November 2018

Individuals could end up paying 200 x more tax depending on how they decide to access retirement income