Please see below for useful links:

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

WEALTH at work launch the Financial Healthcheck to help employees achieve their financial goals.

WEALTH at work launch the Financial Healthcheck to help employees achieve their financial goals.

15th February 2021

In recognition of the demand on employers to support employees during the pandemic and beyond, WEALTH at work have launched a new online platform called the ‘Financial Healthcheck’.

Protecting the financial wellbeing of employees during the pandemic and beyond.

Protecting the financial wellbeing of employees during the pandemic and beyond.

11th February 2021

At times like these – when many households are surviving on a reduced income due to a reduction in salary or redundancy -– the need to protect employee financial wellbeing has never been more important.

As pension withdrawal rates increase, members need to be aware of the pitfalls of early pension access.

As pension withdrawal rates increase, members need to be aware of the pitfalls of early pension access.

9th February 2021

Latest figures from HMRC have revealed that 360,000 people withdrew from their defined contribution pensions throughout October, November and December 2020 which is a 10% increase on the same period last year.