WEALTH at work and my wealth are trading names of Wealth at Work Limited which is authorised and regulated by the Financial Conduct Authority and a member of the Wealth at Work group of companies. Registered in England and Wales under registered number 5225819. Registered office: 5 Temple Square, Temple Street, Liverpool L2 5RH.
In respect of the information and services described on these web pages, the regulated activities for which Wealth at Work Limited is authorised include advising on investments, arranging investments and establishing, operating and winding up a personal pension scheme and managing investments.
The provision of generic information about financial education is not a regulated activity. For a full list of Wealth at Work Limited’s regulated activities please click here.
Risk is a very important issue if you’re an investor and should be carefully thought through. Your Adviser will carry out a risk assessment with you before constructing a suitable investment strategy to meet your needs.
The end of the tax year is in sight, so now is a great time to have a good look at your finances and make sure you are making the most of this year’s savings allowances and maximising your saving potential.
12th March 2019
WEALTH at work recently carried out a poll of over 70 employers and found that 91% of them believe that employees do not understand the tax rules when withdrawing money from their pension.
4th March 2019
As part of the government’s plans to help individuals save more for retirement, minimum automatic enrolment contribution rates are due to rise from 5% to 8% in April. But is this enough to secure an adequate retirement income and what more can be done to help employees?
21st February 2019
Retirement can last a long time, so you’ll need to consider this when working out how much income you might need. O… twitter.com/i/web/st…