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

How to identify employees at risk of breaching the LTA and what they can do.

How to identify employees at risk of breaching the LTA and what they can do.

27th April 2021

As announced in the Budget, the Lifetime Allowance (LTA) will remain at its current level of £1,073,100 until April 2026. It’s been predicted that an estimated 10,000 individuals with large pension pots will pay more than £22,000 extra in tax by 2024.

How employees can boost their pension pot by 25% by saving just 1% more

How employees can boost their pension pot by 25% by saving just 1% more

13th April 2021

Many employees are already paying 5% of their salary into their workplace pension through auto-enrolment, with an additional 3% employer contribution...

Key areas employees should understand if they are made redundant.

Key areas employees should understand if they are made redundant.

26th March 2021

WEALTH at work have provided an overview of some of the key areas that employees will need to understand if they are made redundant.