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WEALTH at work

Financial Education

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

WEALTH at work 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 segmenting the workforce into different cohorts to enhance employee engagement.

 

Our regulated financial advice service helps individuals to understand their personal financial situation, whether they’re saving for their future or selecting their retirement income options.

As there is a growing need to provide support for pension scheme members at-retirement, our services are also available for Trustees to help their members fully understand their retirement income options and how to mitigate associated risks.

This complete service offering helps employers and Trustees support employees and pension scheme members to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement through our retirement income options service.

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Knowledge Hub

Key considerations for those considering early pension access
05 March 2021

Key considerations for those considering early pension access

Jonathan Watts-Lay outlines key considerations for pension scheme members looking to access their pension early, and what employers and trustees can do to help.

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Key considerations for supporting employees and members with their retirement planning
11 July 2019

Key considerations for supporting employees and members with their retirement planning

When looking to retire, it’s far from a smooth transition. Here to explain the key issues and what employers and trustees are doing about this, we are joined by Jonathan Watts-Lay, Director, WEALTH at work. He also reflects on recent changes laid out in the Retirement Outcome Review by The FCA.

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Defaults at-retirement: great for providers but what about scheme members?
04 July 2018

Defaults at-retirement: great for providers but what about scheme members?

Jonathan Watts-Lay, Director, WEALTH at work, discusses the background behind recommendations to offer default decumulation pathways, what impact this could have on individuals and what the alternative could be.

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Pension transfers under the spotlight
16 March 2018

Pension transfers under the spotlight

PMI TV

DB pension failures have been making headlines recently casting into the spotlight the support that members receive. Jonathan Watts-Lay, Director, WEALTH at work, discusses DB transfers and the best ways to protect members.

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