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PMI

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

Moving to Master Trust - Consolidation shouldn’t mean standardisation
25 November 2020

Moving to Master Trust - Consolidation shouldn’t mean standardisation

Anish Rav, Head of Client Strategy, will discuss Atlas’ forthcoming white paper on whether DC consolidation has to involve compromising quality and accepting standardisation. He will explain how moving to master trust does not mean employers having to accept a ‘one size fits all’ approach, the options available for delivering a tailored solution and how each employer’s objectives can still be recognised and met.  

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 Pensions Management Institute announces new appointments to Board
25 November 2020

Pensions Management Institute announces new appointments to Board

The Pensions Management Institute (PMI) today announces the appointment of three new non-executive directors and an executive director to the PMI Board.

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Look for the bare necessities…
24 November 2020

Look for the bare necessities…

They say that necessity is the mother of invention. This is never truer than with the case of online examinations. Our qualifications at the PMI rely on summative assessments for progression and these summative assessments are in the form of an end type of exam.

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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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PMI Crest