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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 the 2020 WSB Awards.

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Proshare UK Awards 2019

Our client won the ‘Best Financial Education Initiative for Employees’ award by ProShare.

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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.

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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.”

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VIB Awards Reward 2017

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

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Pension 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.

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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…”

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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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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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Pension 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.

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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

92% of Trustees fear their members approaching retirement will be targeted by scammers.

92% of Trustees fear their members approaching retirement will be targeted by scammers.

16th August 2022

WEALTH at work’s survey* with the Pensions Management Institute (PMI) has revealed that 92% of Trustees fear their members approaching retirement will be targeted by scammers.

Almost a quarter of adults are now concerned about their financial health.

Almost a quarter of adults are now concerned about their financial health.

27th July 2022

The cost of living crisis shows no sign of abating, piling pressure on every type of household after inflation rose by 9.4% in the 12 months to June 2022.

Should retiring employees be considering annuities right now?

Should retiring employees be considering annuities right now?

27th July 2022

Jonathan Watts-Lay, Director, WEALTH at work answers some key questions on annuities in light of the recent uplift in the rates available.