About WEALTH at Work
Wealth at Work is a specialised financial wellbeing provider that offers workplace financial education, guidance, and advisory services. They help organisations support their employees in making better financial decisions through every stage of their career – from recruitment to retirement.
Perkwise Insight
Wealth at Work is a specialised financial wellbeing provider that offers workplace financial education, guidance, and advisory services. They help organisations support their employees in making better financial decisions through every stage of their career – from recruitment to retirement.
Medium to large organisations with complex financial education needs
Varies by company size. Contact for more information
Customers include BT Group, INEOS, M&S and Volvo
Key Features & Benefits
Financial Education Seminars and Webinars
Delivers expert-led group sessions on key financial topics tailored to your workforce demographics.
Raises awareness about important financial matters while creating economies of scale. Their seminars often act as the catalyst for employees to take positive financial actions they've been postponing.
One-to-One Financial Guidance
Provides personalised financial guidance sessions with qualified professionals.
Addresses individual employee circumstances and questions in a confidential setting.
Retirement Planning Services
Specialised education, guidance, and advice for employees approaching retirement.
Helps employees make informed decisions during this critical life transition.
Implementation & Support
Setup Process
Implementation typically follows a phased approach:
- Discovery and needs analysis
- Program design and customisation
- Communication planning and rollout
Technical Requirements
Minimal technical requirements for basic implementation:
- Meeting/webinar facilities for seminars
- Communication channels to promote services
- Optional intranet integration for digital resources
Support Options
- Dedicated relationship manager
- Implementation team during setup
- Ongoing service reviews and program refinement
- Administrative support for scheduling and logistics
Description
WEALTH at work is a UK-based financial wellbeing and retirement specialist that assists employees in maximising the value of their benefits through tailored financial education and guidance.
Medium to large organisations with complex financial education needs
Varies by company size. Contact for more information
Customers include BT Group, INEOS, M&S and Volvo
- · Financial Education Seminars and Webinars
- · One-to-One Financial Guidance
- · Retirement Planning Services
WEALTH at work is a UK-based financial wellbeing and retirement specialist that assists employees in maximising the value of their benefits through tailored financial education and guidance.
Medium to large organisations with complex financial education needs
Varies by company size. Contact for more information
Customers include BT Group, INEOS, M&S and Volvo
- · Financial Education Seminars and Webinars
- · One-to-One Financial Guidance
- · Retirement Planning Services
Bippit is a UK-based digital platform dedicated to enhancing employee financial wellbeing by providing personalised support through access to qualified financial coaches and resources.
Small to medium-sized UK businesses looking to support employee financial wellbeing
Custom pricing based on organisation size and services selected
Customers include HiBob, Klaviyo, Lendlease and Boeing
- · 1:1 Financial Coaching
- · Financial Health Assessment
- · Money Management Tools
- · Employer Dashboard
LearnLux is a Massachusetts-based company that focuses on providing financial wellbeing solutions for workforces.
Mid-sized companies and enterprises looking to improve employee financial wellness
Pricing not listed, contact for more information
Undisclosed
- · Financial Wellness Assessment
- · Certified Financial Planner™ Access
- · Workplace Benefits Integration
- · Financial Education Library
Lifetime Financial Management is a UK-based financial services firm that offers a range of services including financial education, planning, and wellbeing support.
Small to medium-sized UK businesses seeking financial wellbeing solutions
£149 for digital service (bespoke financial planning video) £179 for one-on-one meeting with financial adviser
Customers include Boots, Fortuna Healthcare and NSG Group.
- · Financial Wellbeing Programme
- · One-to-One Financial Coaching
- · Workplace Pension Management
- · Financial Wellbeing Analytics
Mintago is a UK-based financial wellbeing platform that collaborates with employers to enhance employees' financial health through a variety of innovative solutions.
Mid-sized UK businesses looking to enhance financial wellbeing as part of their benefits package
Not listed, contact for more information
Customers include Toni & Guy, Olio and Incentive Games
- · Pension Dashboard
- · Financial Wellbeing Hub
- · Spending & Saving Insights
Natwest Cushon is a UK-based workplace pensions and savings provider that leverages technology to simplify and enhance employee financial wellbeing.
medium-sized UK businesses seeking to improve financial wellbeing
Different pricing options for pensions, ISAs etc. Contact for more information
21,000 organisations including Heineken, Vagabond and Withers & Rogers
- · Financial Wellbeing Platform
- · Net-Zero Pension Fund
- · Multiple Savings Vehicles
- · Financial Education Tools
Nudge Global is a financial wellbeing platform that empowers individuals to take control of their finances through personalised education, data analytics, and behavioural psychology.
Global organisations with dispersed workforces
Not listed, contact for more information
1.5 millions users with companies including Meta, Pepsico, Intuit and GSK
- · Knowledge Management
- · Insights & Analytics
- · Staff Feedback
Octopus Money is a UK-based financial wellbeing platform that partners with employers to provide personalised financial advice and planning services to employees.
Small to medium-sized businesses seeking to improve employee financial wellbeing
Not listed, contact for more information
Supports over 200,000 employees from companies including Dentsu, Experian, Funding Circle and Farfetch
- · 1:1 Financial Coaching
- · Financial Wellbeing Assessment
- · Personalised Financial Action Plans
- · Employer Insights Dashboard
Peanut Butter helps employers provide the top benefit desired by college-educated talent: student loan assistance in the form of resources and repayment plans.
Small to medium US-based companies
Pricing starts at $750 base fee and $7 pepm, depending on company size and monthly contributions.
Undisclosed
- · Student Loan Repayment Assistance
- · Contribution Management Dashboard
- · Employee Portal
- · Loan Coaching
Overview Wagestream is a financial wellbeing platform that gives employees more control over when they get paid and provides tools to help them build better financial habits.
Companies with hourly workers and shift-based industries
Not listed. Each transfer incurs a fixed transaction fee of £1.75 each.
Over 1,000 customers including Domino's, Hilton, New Balance, and ASDA
- · Earned Wage Access
- · Smart Savings
- · Financial Education Hub
- · Powerful Analytics Dashboard