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