WEALTH at work is a leading provider of financial education, guidance and advice in the workplace. This service helps employees make informed decisions to improve their financial wellbeing throughout their career and to maximise income at retirement.
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;
- Financial education
- Guidance (around workplace benefits and savings)
- Regulated advice
- Retirement income options service (ready made for the new pension world)
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.
Race to cash in pension pots could spell retirement disaster
Employees' reluctance to access pension advice not only a cost issue
Top tips for employees to cut costs and boost savings
Financial education is key to long term success of workplace pension scheme
Targeting financial education
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.
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
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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)
Please call us on 0800 234 6880
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