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Our regulated financial advice service provided by my wealth, will help your employees understand their personal financial situation, whether they’re saving for their future, facing investment and tax considerations, or selecting their retirement income options.

Our regulated financial advice service will consider all lifetime savings and pensions to provide a holistic plan for individuals.

 

This service is particularly useful to those wanting to consolidate investments, manage company share scheme proceeds effectively, or for those preparing for retirement.

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*Service Feedback results January 2019

As there is a growing need to provide support for pension scheme members at-retirement, Trustees also find that our regulated advice service can help their members to fully understand their options at-retirement, which leads to improvements in their retirement outcomes.

See our retirement income options service to find out more.

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Latest News

Survey results reveal the fears Trustees have for members approaching retirement.

Survey results reveal the fears Trustees have for members approaching retirement.

21st June 2021

Pension scheme members now have to grapple with a multitude of risks which have become increasingly complex and uncertain. In light of this, WEALTH at work has conducted a survey with the Pensions Management Institute (PMI) to investigate the concerns Trustees have for their members in the run up to their retirement and what support provisions they have in place.

The Wealth at Work group secures new investment bringing opportunities to Liverpool.

The Wealth at Work group secures new investment bringing opportunities to Liverpool.

1st June 2021

The Wealth at Work group has secured further investment from private equity house Aquiline Capital Partners to support its continued growth.

The Wealth at Work group secures new investment to support its continued growth.

The Wealth at Work group secures new investment to support its continued growth.

1st June 2021

The Wealth at Work group has secured further investment from private equity house Aquiline Capital Partners to support its continued growth.*