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.

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

Financial wellbeing - facing the challenges ahead.

Financial wellbeing - facing the challenges ahead.

5th September 2019

The financial wellbeing of members is being compromised. But what can be done to overcome this?

Financial wellbeing and education Q&A.

Financial wellbeing and education Q&A.

5th September 2019

Jonathan Watts-Lay discusses the importance of financial wellbeing & education in the workplace.

Financial education made simple – M&S’s experience.

Financial education made simple – M&S’s experience.

21st August 2019

Marks & Spencer believe that it is important to help their employees to take control of their finances.