WEALTH at work is a leading provider of financial education in the workplace, supported by guidance and advice, with an excellent reputation of delivering real results for its clients, ranging from large FTSE companies to SMEs.
WEALTH at work provides a service which helps employees to understand how to maximise the value of their benefits by delivering financial education tailored to the needs of individual companies and of different employee groups within those companies.
This can then be supported by online guidance and an advice service which allows, for example, the linking of company share schemes to pensions and ISAs, retirement income planning for retirees and specialist support and guidance for senior executives.
WEALTH at work could assist your company by helping you to communicate financial legislative changes and other important issues to your employees. For example, by providing comprehensive guidance relating to retirement income options or educating employees about the risk of holding too great a proportion of their wealth in the shares of one company.
WEALTH at work
5 Temple Square
0800 234 6880
Jonathan Watts-Lay 07900 137 675
- Financial Education
- Financial Wellbeing
- Advisory Services
– Investment Planning
– Pension Planning
– Retirement Income
- Retirement Income Options Service
- Workplace ISA
Covering topics such as:
- Pension changes
- Share schemes
- General Financial Awareness
- Long-term income planning
- Specialist modules for executives
Please click here to view our brochures.
We work with many FTSE 350 and SME employers within the UK.
Please visit our website to see our most recent testimonials.
References are available upon request.