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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

Top ten tips to avoid getting into debt this Christmas.

Top ten tips to avoid getting into debt this Christmas.

23rd November 2021

Christmas is an expensive time of year with the cost of presents, food and entertaining, and according to MoneyHelper, a quarter of individuals are worried about going into debt as a result of the festivities this year.

New measures to protect pension savers from scam transfers.

New measures to protect pension savers from scam transfers.

17th November 2021

New measures to protect pension savers and help stop scam transfers in their tracks will come into force on Tuesday 30 November. It will mean suspicious pension transfers can be stopped from ending up in the hands of a fraudster, as pension trustees and scheme managers get new powers to intervene.

Safeguarding pensions and stopping scammers.

Safeguarding pensions and stopping scammers.

29th October 2021

Jonathan Watts-Lay, Director, WEALTH at work, joined Professional Pensions in a webinar which looked at the challenges members face from both pension scams, inappropriate advice and poor decision making.