Leading financial wellbeing and retirement specialists

– Established 2005

Many struggle to understand basic financial and investment issues and often fail to realise the various benefits on offer in the workplace. By taking a consultative approach, our services can be tailored to your needs.

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Financial Education

We provide financial education through our financial coaches on a bespoke basis which can be delivered globally.

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Financial Guidance

We offer financial guidance services for those who need one-to-one support.

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Investment Advice

We can offer access to investment advice.

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Employee Engagement

In collaboration with our clients, our in-house marketing team deliver interactive and meaningful communications.

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Digital Communications

Knowledge can be supported through the creation of informative and stimulating content from our digital communication specialists.

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Workplace ISA

Specifically designed for employees. It provides a flexible and tax efficient way to invest.

Working with hundreds of organisations. Here are just a few…

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Responding to shifting employee financial wellbeing needs.

Jonathan Watts-Lay, Director, WEALTH at work, joins REBA in a video interview to give his insight on our newly released Financial Wellbeing Research 2024.

How employees can track down lost pensions and consolidate.

According to new research, at least 4.8 million pension pots are considered to be ‘lost’ among the UK population with 1 in 10 workers believing they could have lost a pension pot worth more than £10,000.

Accreditations and Awards