Jonathan Watts-Lay
Director

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] have been really well received by our workforce and the team was helpful, friendly and able to impart their knowledge in a way that was understandable to all.” – Louise MacKay, Human Resources Manager, Archer Daniels Midland Company

WEALTH at work helps 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.

Their 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, their 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 theirfinancial wellbeing throughout their career and to maximise income at-retirement through our retirement income options service.

Find out more

For more information about us and what we offer on our website.

Get in touch

If you have any questions or would like to make an enquiry, drop us an email or call us on: 0800 234 6880.

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