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. When providing advice on retail investment products, this is done on an independent basis. This complete service 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.
We can help you by creating a programme tailored to your needs.
16th August 2022
WEALTH at work’s survey* with the Pensions Management Institute (PMI) has revealed that 92% of Trustees fear their members approaching retirement will be targeted by scammers.
27th July 2022
The cost of living crisis shows no sign of abating, piling pressure on every type of household after inflation rose by 9.4% in the 12 months to June 2022.
27th July 2022
Jonathan Watts-Lay, Director, WEALTH at work answers some key questions on annuities in light of the recent uplift in the rates available.