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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

Introducing: RetirementMatters – financial education that bridges the gap to retirement
03 July 2020

Introducing: RetirementMatters – financial education that bridges the gap to retirement

The PMI is delighted to announce the launch of a new retirement focused financial education service to help emplees and pension scheme members understand how to make the most of their lifetime savings and benefits. This unique educational programme is supported by WEALTH at work, a specialist provider of financial education and guidance in the workplace.

 

 

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Pensions industry 'pessimistic' about future pensions policy
29 June 2020

Pensions industry 'pessimistic' about future pensions policy

The majority (60 per cent) of pensions industry professionals remain "pessimistic" about the direction of future pension policy following the current pandemic, according to research by the Pensions Management Institute (PMI).

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Bulk annuities post COVID – Getting engagement and value from insurers
25 June 2020

Bulk annuities post COVID – Getting engagement and value from insurers

The bulk annuity market seems to have withstood the impact of COVID, but what’s changed? Is the market still supply driven after COVID? How should trustees prepare assets for a bulk annuity? Will there be a return to the end of year sale? What data must be supplied to secure pricing and what can wait until after the transaction?

This session will provide practical advice for trustees considering a bulk annuity.

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

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