WEALTH at work Information

WEALTH at work is a leading financial wellbeing, retirement and workplace savings specialist. As part of the Wealth at Work group we help millions of people around the world to improve their financial future. This is achieved by delivering impactful financial engagement, education and one-to-one guidance which is delivered on a bespoke basis. Our approach enhances understanding of the rewards and benefits available in the workplace and embeds positive values and behaviours - empowering employees and members to make informed decisions and achieve long-term financial resilience. Our comprehensive support covers a wide range of financial needs from general money management and pensions to retirement planning. This includes the implementation of a Workplace ISA and digital Pension Consolidation, as well as a Guided Retirement service. We also specialise in delivering for business change events such as pension changes including new scheme introduction and fund changes, redundancy, as well as share plan launch and maturity, and so much more. Engagement is driven by designing motivational campaigns to create awareness of upcoming programmes and then digital nudge technology is used to encourage participation to maximise take-up. Knowledge is supported through innovative digital experiences including tools and portals with gamified learning such as our financial wellbeing platform. Following any of our services, for those wishing to understand their personal financial situation, support is provided through our helpline. At this point, we can offer regulated investment advice, that includes active management designed to support changing circumstances and is ideal for retirement planning, as well as direct investment options where appropriate.