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Financial Education

WEALTH at work is a leading provider of education in the workplace, supported by guidance and advice, with an excellent reputation of delivering real results for its clients, ranging from large FTSE companies to SMEs.

Our services

We have a range of services that can help employees better understand their finances which can provide specific support at critical times such as at-retirement.

Our services include;

Focus on retirement income matters: survey 2017.

The pension changes revolutionised the world of retirement income and individuals now have greater control over their future plans – but with this comes increased risk and responsibility for both employer and employee.
With this in mind, we have set out to investigate what support is available in the workplace to help employees understand how to make the most of their finances throughout their career, in order to optimise their income at-retirement.
In association with the University of Lincoln and the Pensions Management Institute, we are conducting a survey with a range of UK companies, to investigate what practices employers are adopting to help support their employees in both the saving and retirement stages.

To take part in our survey, please click here

Latest news

What has been the impact of freedom and choice in pensions?
Top things employees should consider when planning for retirement.
Developing good financial habits early.
Providing additional support for employees.
Wellbeing in the workplace 2017.

To view more, please click here.

Latest polls

WEALTH at work is currently running an online poll on whether employers provide a guidance service* on financial issues such as pensions and retirement income options for their employees.

*By guidance we mean a one to one conversation which helps employees clarify elements of their financial situation either in the workplace or telephone support , and not regulated advice were specific recommendations are made.

You can take part by clicking here

Latest films

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Latest newsletter

Please click here to see our latest newsletter.

Expert insight columns

An allowance for advice (August 2017)
Workplace savings not just about pensions (May 2017)
Employees left vulnerable to making poor decisions which could lead to a reduced income at-retirement (February 2017)
Taking a wider view with pension transfers (November 2016)
Decumulate, decumulate (September 2016)
Understanding retirement income options - as easy as it seems? (August 2016)
A year older, a year wiser? (May 2016)
Survey results reveal employers have still not adapted to pension changes (February 2016)

Our brochures

Financial education in the workplace
Helping your employees make the right retirement income decision

Contact us

Please call us on 0800 234 6880

Telephone calls may be recorded and monitored for operational and training purposes.

How to find us

WEALTH at work Head Office
5 Temple Square
Temple Street
Liverpool
L2 5RH

Or send us a message by clicking here.

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