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We employ a variety of technical experts in specialist areas to provide a complete service offering. These dedicated team of professionals include:

Corporate relationship managers

A dedicated resource to manage your programme and ensure you have a single point of contact.

Education design specialists

Experts in designing engaging and informative education content to improve learning and understanding of financial matters.

Marketers

To ensure the programme maximises employee and pension scheme member engagement, utilising digital nudge technology through email invitations, reminders, and SMS text messages to encourage participation

Event specialists

To ensure all logistics are managed on your behalf from making room bookings for seminars to producing management information reports on attendance.

Technology specialists

To build bespoke and branded digital interfaces with educational tools to enhance learning.

Presenters

Experts in delivering financial education programmes that are interactive, engaging and proven to increase attendee knowledge of a given subject matter.

Financial guidance specialists

To provide one-to-one support for employees and pension scheme members.

Advisers

Covering all key areas of investment, tax, share schemes, pensions and retirement planning.

Our people

Some of our key people include:

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Jonathan Watts-Lay
Director

Jonathan is one of the original founders of the business and has spent many years working with companies across the UK to help their employees make informed financial decisions through the provision of financial education, guidance and regulated financial advice.

In recent years this service has extended to the Trustee market, supporting pension schemes to help their members understand their financial situation, particularly with regards to pensions and how to optimise income in retirement.

Jonathan is also a recognised commentator on financial matters, particularly with regards to pensions and retirement. He is often quoted in the national and trade press and frequently speaks at conferences and roundtable events. See latest news for more details.

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David Kasamaki
Head of New Business

David has many years of experience working in financial services. He started as a Financial Planner before becoming a Corporate Adviser.

David leads the team that is responsible for proactively providing financial education and guidance services for the employees and pension scheme members of major FTSE companies.

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Vicky East
National Business Development Manager

Vicky initially started off her career with us as a Presenter, helping employees and pension scheme members to understand how to make the most out of their finances through financial education.

Vicky now works in the New Business team which is responsible for developing new relationships with companies across the UK to support their employee’s financial wellbeing.  She frequently speaks at conferences discussing key topics including how employers and Trustees can support employees and pension scheme members to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement.

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Jane Griffiths
Head of Corporate Relationships

Jane joined us in 2006 after gaining many years within the investment banking sector delivering training and leadership interventions for regulated sales teams.

She is a qualified Project Manager and has successfully implemented many business and operational change projects during her career.

Jane leads the team that is responsible for developing and implementing a range of bespoke financial education and pension freedoms programmes as well as financial guidance services for companies and Trustee boards across the UK.

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Mark Hewitson
Head of Retirement Income Services

Mark has many years of experience in financial services, including delivering service innovation and pension scheme member services for major FTSE companies.

He now leads the development of the at-retirement services for workplace pension schemes and pension scheme members.

Mark also actively manages partnerships with major institutes for retirement savings professionals including the Pensions Management Institute and Pensions Policy Institute.

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Paul Morton
Investment Planning Director

Paul is a Chartered Member of the Chartered Institute for Securities & Investments and has many years’ experience working in the Financial Services industry.

Paul’s career began with the responsibility for the day-to-day discretionary management of private client investment portfolios.

He then went on to manage the Adviser Support function for a financial services company and became a regulated Investment Adviser providing strategic advice on asset allocation and portfolio construction to private individuals.

Paul joined Wealth at Work Ltd in 2004 to set-up and manage the national team of advisers. He is responsible for regulated advice across the Group.

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Latest News

Financial wellbeing - facing the challenges ahead.

Financial wellbeing - facing the challenges ahead.

5th September 2019

The financial wellbeing of members is being compromised. But what can be done to overcome this?

Financial wellbeing and education Q&A.

Financial wellbeing and education Q&A.

5th September 2019

Jonathan Watts-Lay discusses the importance of financial wellbeing & education in the workplace.

Financial education made simple – M&S’s experience.

Financial education made simple – M&S’s experience.

21st August 2019

Marks & Spencer believe that it is important to help their employees to take control of their finances.

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