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My Options at Retirement.
Alan Porter, a 56 year old BT employee from Walsall attended a retirement planning seminar at his workplace. After the seminar, Alan requested to meet with […]
The Confidence to Retire.
Trevor Sedgwick, age 55 from Darlington first became aware of my wealth when he was invited to attend a retirement planning seminar whilst working for BT. [...]Looking out for my Best Interests.
John Pope, age 60 from Hertfordshire discovered my wealth after he attended a retirement planning seminar whilst working for BT. He thought the seminar provided a […]
keeping your plans on track.
Saving for retirement and understanding the complexities that this can involve is so important
Latest News
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How financial coaching can help people get on track with their finances.
Almost a quarter of UK workers (23%) have had to borrow money from family and friends in the last year because of money worries, and almost a fifth have taken on debt (18%). It seems financial worries have become the new normal. With almost 14.6 million UK adults not coping financially or finding it difficult to cope, many are looking for ways to help ease the strain on their finances.
23rd April 2025
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How employers are stepping up and helping people manage financial stress.
Money worries are having a detrimental impact on the workplace with our latest research finding that 40% of employees believe that it affects work performance by causing increased stress levels. One in ten (10%) say it has led to increased sick days.
10th April 2025
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This Debt Awareness Week new research reveals top money worries.
This Debt Awareness Week (24th – 30th March), WEALTH at work - a leading financial wellbeing, retirement and workplace savings specialist, are encouraging employers to support employees to tackle money issues and build a saving safety net.
24th March 2025