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

New rules at retirement mean employees need to look closely at what their pension provider is offering.

New rules at retirement mean employees need to look closely at what their pension provider is offering.

18th January 2021

New pension rules will come into force from the 1st February for those approaching retirement under FCA (Financial Conduct Authority) regulation. These new regulations are designed to protect consumers who do not take regulated financial advice as the FCA are concerned that consumers often make poor decisions such as converting their pension investments to cash, which over the average retirement would see a reduction in value in real terms as the return on the cash fails to keep pace with inflation.

New Year financial resolutions for uncertain times.

New Year financial resolutions for uncertain times.

7th January 2021

The New Year is a great time to take control of your finances. Unfortunately, the income of many households across the UK has been seriously impacted by the pandemic, with many people having been made redundant and others having to manage on a reduced income. This is having a direct effect on employee financial wellbeing.

Top 10 tips for employees retiring in 2021.

Top 10 tips for employees retiring in 2021.

6th January 2021

Retirement plans for 2021 have changed for many due to the pandemic. Whilst some have decided to put their retirement on hold due to their savings taking a hit because of Covid-19, others are deciding to retire early after being discouraged about finding employment again when faced with redundancy.