Pencil icon

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.

90% button
*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.

Contact us

for more information

Latest News

Employees need support to make the most of their redundancy pay.

Employees need support to make the most of their redundancy pay.

30th November 2020

It is an inevitable and unfortunate fact that more redundancies are likely. WEALTH at work have put together an overview of some of the key areas covered in its workplace redundancy seminars, to help employees understand some of the options available to them.

Are your employees facing a reduced household income?

Are your employees facing a reduced household income?

30th November 2020

WEALTH at work has outlined some ideas covered in their financial education online seminars on how employees can manage their finances should they be facing a reduced income through redundancy or a change in their salary or because their overall household income has fallen due to a partner suffering lost income.

5 things employees should consider before accessing their pension early.

5 things employees should consider before accessing their pension early.

24th November 2020

There are significant risks involved when taking money from a pension and there may be better options available, so it is crucial that employees understand the implications first.