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PMI

WEALTH at work

Financial Education

WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future.

Established in 2005, we work with hundreds of organisations across both the private and public sector by offering financial education, guidance and regulated financial advice.

 

Our financial education and guidance services are delivered on a bespoke basis and can be specifically designed to help the entire workforce make informed decisions about their finances. For example; financial education services cover everything from debt and money management through to optimising employer sponsored benefits and retirement. This can be delivered face-to-face or online and utilises digital nudge technology to encourage employee engagement and participation. A telephone helpline is also provided following this.

Support is also provided through the creation of digital content such as webcasts, animations and interactive tools including the Financial Healthcheck.

All our interactions are measured and can be benchmarked against the industry standard to fully understand the impact. This is of particular importance when meeting financial wellbeing objectives.

Financial guidance services provide one-to-one support on a range of financial subjects which can be accessed face-to-face, via telephone or a virtual call.

As well as this, we provide regulated financial advice supporting those who need specific recommendations regarding their savings and investments, including those who need to make important decisions about their retirement income options. This service also supports those in retirement who may need to adapt their retirement planning in line with their changing needs.

In addition, we also have broad experience in a number of specific projects where we support employees in financial decision making, including; defined benefit pension closures; the introduction of pension changes such as the implementation of a new scheme, share scheme programmes and offering financial helplines to EAP providers. Our services also cover specialist topics including; lifetime allowance, annual allowance and help with redundancy plans.

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CONTACT OUR TEAM

Our Insight Partners help us provide PMI members with a rich and specialised experience. Contact us to find out more.

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Knowledge Hub

Overcoming the risks at retirement
18 May 2022

Overcoming the risks at retirement

Join Jonathan Watts-Lay, Director at WEALTH at work, who will be discussing the results of their survey conducted in partnership with the Pensions Management Institute to investigate the concerns Trustees have for their pension scheme members in the run up to their retirement and what support provisions they have in place.

 

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Overcoming the risks at retirement 2022
11 May 2022

Overcoming the risks at retirement 2022

Survey results 2022

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PMI Regional Groups Conference 2022
16 March 2022

PMI Regional Groups Conference 2022

North West Regional Group: 'It is 10 years since the start of auto-enrolment. What has this meant for members who were auto enrolled? What lessons have been learnt? What’s on the agenda for the next 10 years?'

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Planning for retirement should lead to improved member outcomes
15 November 2021

Planning for retirement should lead to improved member outcomes

The past year and a half has been a challenge for many of us in one way or another, with many people suffering from ill health, financial or mental wellbeing issues. However, for those approaching retirement, one of the biggest problems faced during the pandemic has been the impact it has had on their retirement plans.

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A fresh outlook – how to achieve better retirement outcomes
19 October 2021

A fresh outlook – how to achieve better retirement outcomes

New research from WEALTH at work has uncovered the varying impact the pandemic has had on retirement plans.

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The top concerns trustees have for members approaching retirement
15 September 2021

The top concerns trustees have for members approaching retirement

There are many risks around accessing pensions which have become increasingly complex and uncertain. With this in mind, WEALTH at work conducted some research with the Pensions Management Institute to look at this in more detail and have revealed the results.

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Protecting pension savers – five years on from the pension freedoms
07 July 2021

Protecting pension savers – five years on from the pension freedoms

Are the current decumulation options suitable?

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Overcoming the risks at-retirement
22 June 2021

Overcoming the risks at-retirement

Survey results 2021

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Turning the tide on pension scams
07 June 2021

Turning the tide on pension scams

These uncertain times are often seen as a window of opportunity for scammers looking to prey on vulnerable individuals. A report by Action Fraud found that pension scams had become one of the most common types of fraud to occur last year. The pensions industry is facing pressure to do more to prevent this situation, but what role can trustees play?

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