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

Trustees to step up as the first line of defence against pension scams.

Trustees to step up as the first line of defence against pension scams.

22nd June 2020

The Pensions Regulator (TPR) has reiterated its warnings about scams after recent figures from Action Fraud show that over £5.3m has been lost to coronavirus-related scams since February 2020, with pension scams being among the most common type of fraud.

Help employees avoid losing their pension to scams and fraudsters.

Help employees avoid losing their pension to scams and fraudsters.

18th June 2020

WEALTH at work has shared its top tips on how pension scheme members can avoid losing their pension to scams and fraudsters.

Pension Change – Nationwide Building Society Case Study.

Pension Change – Nationwide Building Society Case Study.

12th June 2020

Defined benefit (DB) schemes are under increasing pressure to manage their costs and liabilities and the number of schemes considering their options are growing.