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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Our financial education and guidance services are delivered on a bespoke basis and can be specifically designed to help the entire workforce make informed decisions about their finances. For example; financial education services cover everything from debt and money management through to optimising employer sponsored benefits and retirement. This can be delivered face-to-face or online and utilises digital nudge technology to encourage employee engagement and participation. A telephone helpline is also provided following this.

Support is also provided through the creation of digital content such as webcasts, animations and interactive tools including the Financial Healthcheck.

All our interactions are measured and can be benchmarked against the industry standard to fully understand the impact. This is of particular importance when meeting financial wellbeing objectives.

Financial guidance services provide one-to-one support on a range of financial subjects which can be accessed face-to-face, via telephone or a virtual call.

As well as this, we provide regulated financial advice supporting those who need specific recommendations regarding their savings and investments, including those who need to make important decisions about their retirement income options. This service also supports those in retirement who may need to adapt their retirement planning in line with their changing needs.

In addition, we also have broad experience in a number of specific projects where we support employees in financial decision making, including; defined benefit pension closures; the introduction of pension changes such as the implementation of a new scheme, share scheme programmes and offering financial helplines to EAP providers. Our services also cover specialist topics including; lifetime allowance, annual allowance and help with redundancy plans.

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Latest News

Research reveals health and wealth as the top retirement concerns.

Research reveals health and wealth as the top retirement concerns.

22nd September 2021

Health and wealth issues are the top retirement concerns, according to a new survey of workers approaching retirement (age 50+).

Retirement confusion could result in dire consequences for many.

Retirement confusion could result in dire consequences for many.

13th September 2021

More than a quarter (27%) of people approaching retirement admit that they need help understanding what their income options are - according to a new survey.

Five steps to help employees build their financial resilience.

Five steps to help employees build their financial resilience.

8th September 2021

More than half of UK adults (51%) say that the pandemic has made them more conscious of the need to save more, with over a quarter (26%) saying it has made them recognise that they do not have enough savings.