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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.

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Latest News

WEALTH at work listed as one of the ‘1000 Companies to Inspire Britain’ 2019 by the London Stock Exchange Group.

WEALTH at work listed as one of the ‘1000 Companies to Inspire Britain’ 2019 by the London Stock Exchange Group.

26th June 2019

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Increasing numbers of workplaces now offer access to financial advice for employees.

Increasing numbers of workplaces now offer access to financial advice for employees.

18th June 2019

Read the latest research results.

Steps to help employees and members optimise their retirement income.

Steps to help employees and members optimise their retirement income.

10th June 2019

4 steps to help support employees and members at-retirement.

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