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

WEALTH at work launch the Financial Healthcheck to help employees achieve their financial goals.

WEALTH at work launch the Financial Healthcheck to help employees achieve their financial goals.

15th February 2021

In recognition of the demand on employers to support employees during the pandemic and beyond, WEALTH at work have launched a new online platform called the ‘Financial Healthcheck’.

Protecting the financial wellbeing of employees during the pandemic and beyond.

Protecting the financial wellbeing of employees during the pandemic and beyond.

11th February 2021

At times like these – when many households are surviving on a reduced income due to a reduction in salary or redundancy -– the need to protect employee financial wellbeing has never been more important.

As pension withdrawal rates increase, members need to be aware of the pitfalls of early pension access.

As pension withdrawal rates increase, members need to be aware of the pitfalls of early pension access.

9th February 2021

Latest figures from HMRC have revealed that 360,000 people withdrew from their defined contribution pensions throughout October, November and December 2020 which is a 10% increase on the same period last year.