sign posts icon

We offer financial guidance services for employees and pension scheme members who need one-to-one support.

These include:

talking people icon

Financial guidance clinics

We offer bespoke financial guidance clinics for employees and pension scheme members on a project basis either face-to-face, by video call or over the telephone. These projects can cover a number of areas but recent projects have included; pension closures, redundancy and Lifetime Allowance and Annual Allowance issues. Employees and members are able to ask specific questions relating to their individual circumstances and will receive financial guidance on their options.

thinking head icon

Financial guidance at-retirement

This service is available for employees and pension scheme members who are deciding how to best access their workplace pensions and retirement savings – whether they are defined benefit, defined contribution or a mix of both.

Using a structured set of questions and prompts, our telephone based guidance team will discuss scheme specific options and the relationship to other lifetime savings with employees and members, and if further support is required they will signpost to Pension Wise or regulated financial advice. A written report is created for employees/members and employers/Trustees will receive confirmation to record that a retirement guidance session took place. This service meets the Pension Regulator’s and FCA’s requirements to provide risk warnings for employees and scheme members.

What our clients say…

Lesley Sutherland, Group Pensions Manager and Head of Pension Projects, Experian

“Following the launch of our financial education and guidance service, we can now see members making more proactive and informed contribution and investment decisions. The seminars are an important call-to-action for retirement planning.”

Read More

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…”

Read More

Contact us

for more information

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.*