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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.

C656946 WAW - Updated Stat
*Service Feedback results September 2021

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

92% of Trustees fear their members approaching retirement will be targeted by scammers.

92% of Trustees fear their members approaching retirement will be targeted by scammers.

16th August 2022

WEALTH at work’s survey* with the Pensions Management Institute (PMI) has revealed that 92% of Trustees fear their members approaching retirement will be targeted by scammers.

Almost a quarter of adults are now concerned about their financial health.

Almost a quarter of adults are now concerned about their financial health.

27th July 2022

The cost of living crisis shows no sign of abating, piling pressure on every type of household after inflation rose by 9.4% in the 12 months to June 2022.

Should retiring employees be considering annuities right now?

Should retiring employees be considering annuities right now?

27th July 2022

Jonathan Watts-Lay, Director, WEALTH at work answers some key questions on annuities in light of the recent uplift in the rates available.