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Financial Education

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

We help 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.

Our regulated 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.

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;

Latest news

Protecting defined benefit members from the pension vultures 
Understanding the maze of options
Pension transfers under the spotlight
Five tips to help employees put a retirement plan together
Survey reveals double whammy of lack of retirement savings and low levels of support at retirement 
Glide into a comfortable retirement 
Considerations when planning your retirement income
How to convey the value of workplace pensions
Helping employees understand the risks around accessing their pension
Financial education helping the UK become a nation of savers
Celebrating excellence
Education, Education, Education 
Thinking about the bigger picture 
Money matters need care, too 
Freedom and choice in pensions in the workplace 

To view more, please click here.

Latest polls

Our survey results

Focus on Retirement Income Matters Survey Results 2018

WEALTH at work survey investigated what workplace support is available to employees. Please click here to view the results.

Latest films

Please click here to see our latest films.

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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