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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

Please click here to read our latest news.

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

Please click here to read our brochures.

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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