Financial education and guidance in the workplace

We provide financial education and guidance services in the workplace through WEALTH at work.

WEALTH at work is a specialist provider of financial education and guidance in the workplace, supported by investment advice for individuals.

It helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This involves targeting different segments of the workforce to enhance employee engagement.

Its investment advice service helps individuals to understand their personal financial situation, whether they’re saving for their future or selecting their retirement income options.

This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement.

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 part of the Wealth at Work group. Registered in England and Wales No.05225819. Registered Office: Third Floor, 5 St Paul’s Square, Liverpool, L3 9SJ. Telephone calls may be recorded and monitored for training and record-keeping purposes.