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Financial Education

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.

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

WEALTH at work listed as one of the 5000 fastest-growing private companies in Europe
Top 5 considerations for employees before cashing in their pension
Lack of ongoing support around pension transfers posing a real threat to employees
Financial education can help the UK become a nation of savers
Budget commentary 2017 – part 2. 
Blindly selecting drawdown products putting employees at huge risk of making costly mistakes. 
Property deposit saving challenge impinging on Millennial wealth. 
Race to cash in pension pots could spell retirement disaster. 
Employee’s 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. 
An allowance for advice. 
Are employees abandoned at-retirement?
Why helping employees improve their financial wellbeing is essential.
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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