As we are a member of the Wealth at Work group of companies*, employees may also benefit from other services within the group including a telephone helpline, as well as investment advice, provided by my wealth. This helps individuals to understand their personal financial situation, especially when selecting their retirement income options.

This complete service offering helps employers support employees to make informed decisions in order to maximise income at-retirement.

Telephone helpline

Following financial education, employees have access to a telephone helpline for those who would like to speak to someone to clarify any general financial queries they may have and/or to decide on their next steps.

This might include:

  • How to increase pension contributions
  • Support with legacy pension schemes
  • Information around the array of retirement options available including how to take early retirement

Investment advice

Investment advice will help your employees understand their personal financial situation, whether facing investment and tax considerations or selecting their retirement income options.

my wealth provides a investment advice service which will consider all lifetime savings and pensions to provide a holistic plan for individuals and can be delivered either face-to-face or over the telephone.

This service is particularly useful to those wanting to consolidate investments or for those preparing for retirement.

* The Wealth at Work group of companies is a specialist provider of financial education and guidance in the workplace as well as investment advice for individuals.