Corporate Testimonials

What our corporate clients say about us.

Peter Lay, Communications Manager, BP

“BP selected WEALTH at work after a rigorous tender process because of their proven delivery expertise in providing financial education in the workplace…”

Kevin O’Boyle, Group Head of Pensions & Benefits, BT

“We have worked with WEALTH at work for a number of years, and they have helped us not only to put together and deliver highly engaging seminars…”

Fiona Buchanan, EVP Human Resources, Causeway

“After a detailed selection process, we selected leading provider – WEALTH at work as our partner to help us design and deliver a program of financial education…”

Kevin LeGrand, President, PMI

“We welcome WEALTH at work to our growing list of 9 carefully selected Expert Partners, and look forward to helping to redefine and transform…”

Rebecca Noad, HR Manager, iPSL

“From the start of our Financial Planning programme, WEALTH at work has been vital in delivering seminars throughout our 9 sites which are based up and down the country….”

Tony Ark, Group Pension Manager, Kier

“Employees tell us they are positive about the pension freedoms but they are also aware of the risks they now face when managing…”

Deborah Warman, Head of employment relations and reward

“We wanted to get people to better understand their benefits package and what they…”

Richard Thomas, Group Head of Human Resources, Scott Bader

“We are pleased to work with WEALTH at work and greatly value the way in which their financial expertise is matched…”

Sarah Ruggles, Head of Pensions and Benefits, JLL

“We researched a number of providers to deliver financial education and chose to appoint WEALTH at work to help us…”

Neil Fraser, Pensions Manager, Schroder Investment Management Limited

“WEALTH at work have made the process of delivering seminars in the workplace straight forward by using their industry experts and dedicated project management…”

Matthew Webb, Head of EMEA & APAC Benefits, Thomson Reuters

“We really wanted to drum up interest around the financial education programmes at a point where it’s crucial for employees to get support around their retirement income options. Therefore, with the help of WEALTH at work… “

Jannine Smith, Policy & Benefits Manager, Three

“One of the big focus areas for our employees wellbeing is financial awareness. This is why we partnered with WEALTH at work to offer a financial advice service for our senior managers which was provided by my wealth…”

Ian Hodson, Head of Reward, University of Lincoln

“Our financial education programme is all based around disseminating information and we very much strive for a layered learning approach So we try to make sure that people don’t see financial education as a one stop shop …”

Sally Knill, Head of Reward, Victrex

“Since the seminars have taken place the number of employees who pay additional voluntary contributions into the trust-based defined contribution pension scheme has increased from two or three a year to 17 in three months…”

Nick Wheeler, Chair of Trustees, Volvo Group UK Retirement Plan

“The Trustees were looking for a service which could best prepare our members to maximise their retirement income with all the flexibilities now available to them under the pension freedoms…”

Louise MacKay, Human Resources Manager, Archer Daniels Midland Company

“ADM have been able to offer pre-retirement seminars to employees, which provided a vast amount of information…”

University of Lincoln

Ian Hodson, Head of Reward, University of Lincoln, sits down with WEALTH at work to discuss the financial education programmes they have in place for their employees and how this has helped benefit their financial wellbeing, as well as the award winning financial education workshops designed specifically for the university’s students.