Our Approach

As well as working with major FTSE companies covering sectors ranging from pharmaceuticals and banking to telecoms and retail, we also deliver results for many smaller companies.

We recognise that all companies are different and offer different benefits.  In addition, companies want to set their own unique objectives for their financial education programme.

For example, to encourage employee engagement through the benefits programme or to help mitigate risk factors such as staff becoming over exposed to company stock through all employee share schemes.

To aid this, we have a proven systematic approach which ensures a solution is delivered which enhances value for both employer and employee.

We base our approach on the following three key principles – which is the ethos of everything we do:

We provide a:

 

WEALTH of knowledge
Our team of professionals with their specialist skills and knowledge are on hand to help and guide you and your employees.

WEALTH of experience
With many years of experience in designing and implementing ways to enhance the value of workplace financial benefits, we can provide cost efficient programmes which add real value.

WEALTH of opportunity
Our tailored approach to working with both large and small companies means we are well placed to provide your company with proven ideas, as well as innovation, to improve your benefit offering.

For more information, see our expertise.

Latest News

4 steps employees can take to either avoid or reduce the impact of the Lifetime Allowance.

4 steps employees can take to either avoid or reduce the impact of the Lifetime Allowance.

15th October 2018

New figures show individuals pay almost 20 times more in tax...

Making money work harder.

Making money work harder.

18th September 2018

In this current low interest rate environment it’s important to shop around...

Building employability skills across future generations.

Building employability skills across future generations.

4th September 2018

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