As part of #PensionsAtWork100, the Pensions and Lifetime Savings Association and ITN Business have today released a programme to reflect on the advances made by the pensions industry to support good retirement outcomes. Take a look at our film which features Kerry Shiels from BT Group and Jonathan Watts-Lay from WEALTH at work
WEALTH at work
Financial Services
Liverpool, Merseyside 2,909 followers
WEALTH at work is a leading financial wellbeing and retirement specialist
About us
WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, our financial coaches work with hundreds of organisations across both the private and public sector by providing financial education and one to one guidance. This can be arranged on a bespoke basis and covers a full range of topics. For those wishing to understand their personal financial situation, support is also provided through our helpline. At this point, we can provide access to a savings platform or provide regulated financial advice. Our advice service supports those who need specific recommendations which is particularly useful for those at retirement.
- Website
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http://www.wealthatwork.co.uk
External link for WEALTH at work
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Liverpool, Merseyside
- Type
- Privately Held
- Founded
- 2005
- Specialties
- Financial Education, Investment Planning, Pension Planning, Retirement Income, Flexible Savings Platform, Retirement Income Options Service, Workplace SIPP, Workplace ISA, Pension Freedoms, regulated financial advice, financial guidance, and Financial Wellbeing
Locations
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Primary
WEALTH at work
5 St Paul's Square
Liverpool, Merseyside L3 9SJ, GB
Employees at WEALTH at work
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Mike Paris-Johnstone
Financial Coach at WEALTH at work
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Lawrence Hodes
Papa and part time presenter.★ Perth, Scotland
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Robert Montanaro
Dip PFS
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Les Ward
Expert in Public and many Private Sector pension schemes and how to maximise the benefits from them. Currently a Presenter at Wealth at Work…
Updates
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We are delighted to have launched a new interactive financial wellbeing platform - ‘money&me’. money&me helps employees build their knowledge of money through gamified learning and provides a personalised experience that builds over time. It covers a range of financial topics including Managing Money, Tax, Savings & Investments, Financial Health, Pensions and Life After Work. Contact us to book a demo https://shorturl.at/fKIIR
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With many students set to enter the workplace in September, WEALTH at work shares the top 10 money tips that Graduates and School Leavers starting work will need to know https://rb.gy/d4e65g
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Starting a first job is an exciting time. For some, it can mean the first time they are having to manage their own money. It is important that employees entering the workplace are taught about budgeting and responsible borrowing, as well as understanding the many workplace savings and benefits on offer so they can take control of their finances and build financial resilience. Haleon is a multinational consumer healthcare company with over twenty thousand staff globally. It has partnered with WEALTH at work to provide financial education for employees starting off in the workplace. See our film...
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Our report looks into how to boost pension engagement in challenging times. Split across three key sections, it takes us through the financial strain that the rising cost of living is having on many households and the impact on retirement plans. The report also examines current understanding and levels of pensions engagement and what support needs to be provided to help people prepare for their financial future.
We’re excited to share a new technical supplement from our Insight Partner WEALTH at work. This insightful report dives into three key sections which cover: Money and Retirement worries: How the rising cost of living is impacting finances and the impact on retirement plans. Pensions Engagement: Insight on current understanding and engagement levels. Providing the right support: Actionable steps to help your people engage with their pensions. Don’t miss out on these valuable insights - https://bit.ly/4dkIHmH #PensionEngagement #FinancialWellbeing #WEALTHatwork #FinancialFuture
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According to CIPD's Labour Market Outlook, 21% of employers are planning to make redundancies in the three months to September 2024. When employees are facing redundancy, it is important to consider what support is in place to help them financially. See our overview of some of the key areas that employees will need to understand if they are made redundant. Find out more: https://rb.gy/47qhtl
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Jonathan Watts-Lay from WEALTH at work recently appeared on the Breakfast Show for The Voice Of Islam Radio discussing how to manage debt and make good financial decisions. The interview also highlighted how people can save for the future and set financial goals. Listen to the interview in full here: https://shorturl.at/mP6ZD
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"As a result of the new Pensions Bill, announced in the King’s speech, it will be interesting to hear more of the plans for trust-based schemes to be legally required to offer retirement income solutions to members, including default investment options. Defaulting members may have unintended consequences. For example, will retirees end up in a sub-optimal position because the default only considers that specific pension and not other pensions, or indeed other savings and investments that individuals may have?" Click here to see more from Jonathan Watts-Lay, Director, WEALTH at work
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According to WEALTH at work’s research of over 2,000 workers, the biggest financial concerns for the year include not having enough savings for unexpected costs (40%), not being able to save enough for the future (38%), not being able to pay basic living costs such as rent, mortgage payments, energy bills, food etc (34%) and being in debt (29%). To help with this, WEALTH at work has outlined some top tips below to help people cut costs and manage their finances https://rb.gy/lxx57t
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Join WEALTH at work's upcoming webinar ‘It’s all about engagement’ on Tuesday 16th July in collaboration with Pensions Management Institute (PMI). Mark Hewitson will explore the challenges members face, why they may not be as engaged with their pension savings as they should be and how we can help members achieve better outcomes at retirement. Click here to register https://shorturl.at/9VUmK
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