WEALTH at work is a leading financial wellbeing and retirement specialist – helping those in the workplace to improve their financial future.

Established in 2005, we work with hundreds of organisations across both the private and public sector by offering financial education, guidance and regulated financial advice.

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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.

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

We can help you by creating a programme tailored to your needs.

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Latest News

Top financial worries revealed in new research.

Top financial worries revealed in new research.

14th December 2021

In its latest research series of working adults, WEALTH at work - a leading financial wellbeing and retirement specialist, has uncovered the top financial worries that people have.

What employees need to know to reduce the impact of the LTA.

What employees need to know to reduce the impact of the LTA.

8th December 2021

As announced in April's Budget, the Lifetime Allowance (LTA) will be frozen at its current level of £1,073,100 until April 2026. Latest reports have suggested that as a direct result of the freezing of the LTA, more than 1.6 million pension savers[1] are set to reach the limit and will be hit with a tax charge of 55% in retirement.

Many people are overestimating their financial ability but are not saving enough for retirement.

Many people are overestimating their financial ability but are not saving enough for retirement.

29th November 2021

Six out of ten people (63%) think their financial knowledge is either excellent or above average, according to a new survey of working adults.