login Forgotten password? Register

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;

Pension changes survey results 2017

WEALTH at work recently conducted a survey to investigate what’s changed in the workplace since the introduction of the pension changes. Its aim was to understand the attitudes and opinions of a range of UK companies in recognising the need to support their employees as they approach and reach retirement. 

Key findings include:

  • Only 10% of employers believe their employees are saving enough for their retirement
  • 39% of employers confirmed that if employees do not select a glide path, the default investment option will be targeted to an annuity
  • Only 20% of employers provide a full retirement income service for employees at-retirement
  • Almost half (48%) of employers believe that their employees are not aware of the various retirement income options available to them at-retirement
  • More than half (55%) of employers either provide no support or information only for employees at-retirement

In total, the research received 108 responses which were completed online and via paper over 4 months from August to November 2016. The survey targeted key HR, Rewards & Benefits and Pension professionals. 11% of respondents were from the FTSE 350, 36% were from large companies with 500 employees and more, 6% were from SMEs and 47% of respondents chose to remain anonymous.

Click here to see our survey results.

Latest news

The importance of financial wellbeing in the workplace 
WEALTH at work at forefront of award winning financial education 
What has been the impact of Freedom and Choice?
Saving more now could make a real difference
Laying the foundations for financial security in the future

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

Please click here to see our latest films.

Latest newsletter

Please click here to see our latest newsletter.

Expert insight columns

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.

Back to top