WEALTH at work supports various community initiatives. To find out more, please see below for a list of current community activities.

Community Sports Project of the Year Award

WEALTH at work proudly sponsored the ‘Community Sports Project of the Year’ Award in association with Merseyside Sports Partnership, the not-for-profit organisation which works to unlock the power of sport and physical activity to empower Merseyside’s residents to be active for life.

The Merseyside Sporting Champions Dinner celebrates the county’s sporting talent, as well as the people who make sport and physical activity happen here on Merseyside. It also raises much-needed money to fund bursaries for the county’s future sporting stars. To find out more about Merseyside Sports Partnership please click here.

Forest Of Avon Trust

WEALTH at work has undertaken the Forest of Avon Trust’s Pledge. By signing up to the Pledge, WEALTH at work has committed to:

  • Support the Forest of Avon’s Community Forest
  • Help plant and care for trees in Bristol and Avon
  • Be more sustainable by planting local trees and woodlands
  • Help its employees enjoy the benefits of local trees and woodlands

To find out more about the Forest of Avon Trust please click here.

Lincoln County Hospital

WEALTH at work is proud to have sponsored the Safari and Rainforest Children’s wards at Lincoln County Hospital and the Lincolnshire Emergency Blood Bike Service. To find out more please click here.

Mission Christmas

WEALTH at work has offered a supporting hand to Cash for Kids’ Mission Christmas by donating toys to children aged between 0-18 living in poverty at Christmas. Mission Christmas is the largest Christmas toy appeal in the UK and is an annual campaign that is run by Cash for Kids.

Cash for Kids are a grant-giving charity that help children across the UK who need it the most. To find out more please click here.

Sahir House

Sahir House is a national charitable organisation which has been offering HIV support, prevention, information and training across Merseyside since 1985.

Caitlin Marks, Trustee, at Sahir House, comments; “We are delighted WEALTH at work has agreed to deliver financial education to our staff to support their local community. Providing financial wellbeing to support our staff and volunteers is very important, particularly given the pressure the pandemic has put on us all and the move in the community towards an aging well agenda.”

The pandemic has created and enhanced a lot of personal issues, including financial strain. Recent research[1] found that 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. With just over a fifth (22%) saying it has made them realise they need to improve their understanding of how best to save money and 14% say it made them think they need to save more into their pension.

Jonathan Watts-Lay, Director, WEALTH at work, a leading financial wellbeing and retirement specialist, comments; “Given the great work this charity does in our local area, we are happy to help its employees to better understand their finances. After all, the research shows that people do want to learn how to save more money. Therefore, supporting financial wellbeing initiatives by providing financial education and guidance will aid understanding of many financial matters such as, how to best manage debt, the importance of having an emergency fund set aside for unplanned life events, as well as having sufficient savings for retirement. This gives people better financial outcomes.”

The Mersey Forest

WEALTH at work is a proud sponsor of The Mersey Forest who generate a growing network of woodlands and green spaces across Merseyside and Cheshire. The Mersey Forest have been creating ‘woodlands at our doorstep’ for over 25 years and have planted more than 9 million trees which is the equivalent of five new trees for every person living within the Forest area. WEALTH at work will continue to support The Mersey Forest and will encourage volunteerism with tree planting amongst its employees. To find out more about The Mersey Forest please click here.

United Utilities

WEALTH at work sponsored United Utilities ‘Yorkshire 3 Peaks Challenge.’  The challenge involved climbing the three highest mountains in Yorkshire in less than 12 hours.

United Utilities Pensions Manager, Allan Heron FPMI, and Steven Robson FPMI, Head of Pensions, hope to raise a significant amount of sponsorship for their two chosen charities; the Walton Lea Partnership and North West Air Ambulance.

Allan Chairs the Walton Lea Partnership which is a small local registered charity providing a safe and nurturing environment for adults with mental and/or physical disabilities.

University of Lincoln

WEALTH at work has recently awarded a sponsored scholarship to Alex Todd, a student at the University of Lincoln.

This exciting opportunity was made available as a result of both organisations having a shared interest and commitment to the development of educational needs from the classroom into the workplace.

It follows a successful completion of a three year scholarship with another student from the University.

Alex is studying for a Business and Finance degree at the university and has completed his second year this summer. As part of the scholarship, WEALTH at work will be providing Alex with a 4 week summer work experience placement over the next two years.

Having recently completed his first years’ work experience placement, Alex comments; “I am pleased to have joined WEALTH at work for this valuable opportunity. It has been great to meet the team and to learn new skills such as analysing and evaluating data, working with CRM systems and producing reports which I will be able to put into practice in the near future. I am looking forward to seeing what next year brings.”

Jonathan Watts-Lay, Director, WEALTH at work, comments; “We are passionate about helping the next generation of professionals to build employability skills that cannot be taught in the classroom.  We are confident that this experience will be valuable throughout Alex’s degree and future career.”

Ian Hodson, Head of Reward / Deputy Director of Human Resources, University of Lincoln, comments; “We are committed to ensuring that our students leave us industry-ready and believe that our partnership with WEALTH at work will provide them with the practical experience needed in the workplace. This programme will undoubtedly assist Alex in his future career and I look forward to seeing his progression.”

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.