Company Market Research Report

Company Overview

• Name: WEALTH at work Limited

• Mission: WEALTH at work is a leading financial wellbeing and retirement specialist, helping employees and pension scheme members improve their financial future. This is achieved by providing support in the workplace on a range of financial matters from financial wellbeing issues such as debt and money management to pensions and preparing for retirement.

• Founded: Established in 2005

• Key People:

• Jonathan Watts-Lay: Director and one of the original founders, working towards improving financial futures through education, guidance, and advice.

• Mark Hewitson: Head of Client Development, manages partnerships and services extending to Trustee boards.

• Paul Morton: Investment Planning Director, provides strategic advice on asset allocation and portfolio construction.

• Sarah Long: Head of New Business, leads new business initiatives with extensive experience in equity plans and employee benefits.

• Headquarters: Location information is not available.

• Number of Employees: Exact number of employees is not available.

• Revenue: No information is available.

• Known For: WEALTH at work is known for providing financial education, guidance, and retirement planning support for various organizations, reaching millions and delivering comprehensive financial well-being services.

Products and Services

• Financial Education:

• Bespoke and comprehensive financial education programmes to aid employees in making informed financial decisions, important at all career stages, particularly at retirement.

• Financial Guidance:

• One-on-one support via financial guidance clinics, both in-person and virtually, for financial decision-making.

• Investment Advice:

• Strategic advice offered across all savings and pensions for holistic financial planning, optimizing financial futures.

• Employee Engagement:

• Interactive communications designed to enhance employee and member engagement, utilizing digital nudges and targeted campaigns.

• Retirement Income Options:

• Services to help in choosing retirement income options such as annuities or income drawdowns.

Financial Education Product Features:

• Early Career:

• Focus on money management and savings habits.

• Mid-Career:

• Emphasis on maximizing employee benefits and achieving tax efficiency.

• Pre-Retirement:

• Planning for retirement, understanding income options, and clearing debt.

• Event-driven Education:

• Tailored programmes for pension changes or redundancy support.

Financial Guidance Product Features:

• At-Retirement Guidance:

• Counseling for employees and pension scheme members on accessing workplace pensions.

Investment Advice Product Features:

• Comprehensive Adviser Support:

• Providing solutions for consolidating investments and managing share schemes.

Recent Developments

• New Initiatives and Partnerships:

• Collaborations with leading institutes like the Pensions Management Institute.

• Awards:

• Named one of the Sunday Times Best Places to Work 2024.

• Recognized by Proshare UK and other industry accolades over the years for financial education initiatives.

• Recent News and Engagements:

• Discussions on improving pensions engagement and financial well-being strategies.

• Prepared responses to auto-enrollment thresholds and their impact on retirement savings.

• Educational focus on resilience building in finance amidst economic challenges.

• Community and Social Responsibility:

• Engagement in various community projects, donations, and sponsorships to support local initiatives.

This report is based on currently available data and information, and certain details such as headquarters location, number of employees, or specific revenue figures were unavailable at the time of reporting.