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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

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.