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

These include:

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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.

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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.”

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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…”

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Latest News

Cryptocurrency: helping employees understand the risks.

Cryptocurrency: helping employees understand the risks.

17th May 2022

Cryptocurrencies are rapidly gaining popularity amongst investors due to being advertised as ‘get rich quick’ investments. They have particularly increased in attractiveness since the pandemic, with many people feeling obliged to take on greater risks to compensate for the economic uncertainty and concerns caused by the rising cost of living.

Survey results reveal the major concerns Trustees have for retiring members.

Survey results reveal the major concerns Trustees have for retiring members.

11th May 2022

WEALTH at work has conducted a survey with the Pensions Management Institute to investigate the concerns Trustees have for their members in the run up to their retirement and what support provisions they have in place.

Engaging members with their pensions.

Engaging members with their pensions.

5th May 2022

WEALTH at work research has found that nearly a third of working adults worry about being unable to afford to retire when they want, and 41% know they are not saving enough for a comfortable retirement.