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my wealth

We provide a regulated financial advice service through my wealth which is a member of the Wealth at Work group of companies.*

my wealth works with many of the UK’s leading companies and pension schemes to help their employees and members understand their personal financial situation, whether they’re saving for their future or looking how best to maximise income at the point of retirement.

In particular, it helps those approaching retirement to ensure their savings and investments are appropriately managed. This is achieved through creating tailored investment strategies to meet an individual’s personal objectives which are flexible enough to adapt to changing needs.

As part of this service, it creates bespoke investment portfolios which are selected from the whole-of-the-market without any restrictions and are actively managed to ensure they remain appropriate through changing market conditions.

* The Wealth at Work group of companies is a specialist provider of financial education and guidance in the workplace as well as regulated financial advice for individuals.

PMI

As PMI’s expert partner, WEALTH at work will provide expert commentary to help PMI members to understand the issues and trends faced by employees and members when trying to make financial decisions. To visit the PMI expert partner page, please click here.

Disclaimer

Latest News

Making the most of redundancy pay

Making the most of redundancy pay

22nd September 2020

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.

Employees need to understand how to make the most of their redundancy pay.

Employees need to understand how to make the most of their redundancy pay.

21st September 2020

The Government’s Coronavirus Job Retention Scheme comes to an end on 31 October 2020 in which a third of the UK workforce were furloughed. Given the global impact of the coronavirus crisis along with many recent redundancy announcements, it is an inevitable and an unfortunate fact that more redundancies are likely.

Trustees must step up and protect DB members considering a pension transfer.

Trustees must step up and protect DB members considering a pension transfer.

7th September 2020

The ban on contingent charging for defined benefit (DB) pension transfers, where financial advisers only get paid if a transfer goes ahead, will take effect from 1 October 2020.