London Stock Exchange Group 2020

WEALTH at work has once again been acknowledged as one of the 1000 Companies to Inspire Britain by the London Stock Exchange Group.

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WSB Awards 2020

Our client University of Lincoln has been recognised as having the Best Financial Education Strategy at this year's WSB Awards.




Pension Age Awards 2019

WEALTH at work has been shortlisted for the ‘At-retirement Solutions Provider of the Year’ award by Pensions Age.


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Pension Age Awards 2018

WEALTH at work has been shortlisted for the ‘At-retirement Solutions Provider of the Year’ award by Pensions Age.

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Employee Benefit Awards 2018

WEALTH at work were shortlisted as
the provider to the finalist of the Best Financial Wellbeing Strategy Award at Employee Benefits Awards & Summer Party 2018.

WSB Awards 2017

Jonathan Watts-Lay, Director, comments, “We were thrilled that our client won this award. The financial education programme has been a great success to date and we look forward to many more employees utilising it.”

VIB awards Reward 2017

WEALTH at work has delivered an award winning financial education programme for iPSL.


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Pensions Age Awards 2016

WEALTH at work has been shortlisted for the ‘At-Retirement Solutions Provider of the Year’ award at the Pensions Age Awards.
The winners were announced at the gala dinner
on 25 February 2016.


London Stock Exchange Group 2016

WEALTH at work has been listed as one of London Stock Exchange’s ‘1000 Companies to Inspire Britain’.

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Top 100 Financial Advisers
2016

The Wealth at Work group of companies has been ranked within FT Adviser’s ‘Top 100 Financial Advisers 2016’ in association with Strategic Insight. Jonathan Watts-Lay, Director, comments; “To be ranked as one of the Top 100 Financial Advisers is a fantastic achievement…”

Very Important Benefits awards Reward 2016

iPSL has been announced as the winner of the ‘best financial education strategy’ and the ‘best strategy for making pay go further’ at the Reward Very Important Benefits Awards 2016.

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Employee Benefits Awards & Summer Party 2016

WEALTH at work is the financial education provider for the University of Lincoln who went in to win the ‘best financial education strategy’.

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Pensions Insight DC Awards 2015

We were ‘highly commended’ for ‘Best financial education provider’ within the Pensions Insight DC Awards 2015, celebrating excellence in defined contribution.

Benefits Excellence Awards 2014

Jonathan Watts-Lay comments “It is fantastic that our financial education, as part of the wellness programme at Causeway…”

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Employee Benefits Awards 2012

BT wins the ‘most effective strategy to encourage workplace savings’ award at the Employee Benefits Awards 2012.

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Xerox 2007

We received an honourable mention in the promotional / transactional category for the Pixi Awards 2007 for the production of our innovative valuation statements.

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North West’s top 100 fastest growing small and
medium-sized enterprises (SMEs).

WEALTH at work has been listed as 16th in Insider’s rankings of the North West’s top
100 fastest growing small and medium-sized enterprises (SMEs).

Latest News

Survey results reveal the fears Trustees have for members approaching retirement.

Survey results reveal the fears Trustees have for members approaching retirement.

21st June 2021

Pension scheme members now have to grapple with a multitude of risks which have become increasingly complex and uncertain. In light of this, WEALTH at work has conducted a survey with the Pensions Management Institute (PMI) to investigate the concerns Trustees have for their members in the run up to their retirement and what support provisions they have in place.

The Wealth at Work group secures new investment bringing opportunities to Liverpool.

The Wealth at Work group secures new investment bringing opportunities to Liverpool.

1st June 2021

The Wealth at Work group has secured further investment from private equity house Aquiline Capital Partners to support its continued growth.

The Wealth at Work group secures new investment to support its continued growth.

The Wealth at Work group secures new investment to support its continued growth.

1st June 2021

The Wealth at Work group has secured further investment from private equity house Aquiline Capital Partners to support its continued growth.*