Pensions & Retirement
Future-proof your people
Our services are specifically set up to empower your people with access to the appropriate support at the right time. This enables them to make better decisions and achieve more positive outcomes for retirement.
Pensions & Retirement
Future-proof your people
Our services are specifically set up to empower your people with access to the appropriate support at the right time. This enables them to make better decisions and achieve more positive outcomes for retirement.
The impact of poor retirement planning on the workforce
When people aren’t financially prepared or don't understand their options at retirement, it can lead to stress and even costly mistakes being made. Helping your people plan ahead ensures a smoother transition for them and improves outcomes for retirement.
39%
Think they will never be able to retire*
81%
were concerned that they’ll need to work longer before retiring to make up for a savings shortfall*
60%
of employers are set to offer pre-retirement planning support in the future**
71%
of employers recognise insufficient retirement savings as a risk**
* Research for WEALTH at work was carried out by Opinion Matters amongst a panel of 2,001 UK workers, published in June 2024
** Research was carried out by the Reward & Employee Benefits Association in association with WEALTH at work, published in September 2024
Level up with our consultative approach
Our consultative approach ensures that we understand your objectives from the start. We will work with you to create a programme tailored to your needs.
Financial Education
Helping your people retire with confidence
Understanding pensions and lifetime savings can be complex. Our expert-led education programmes break it down, helping employees plan effectively for their financial future.
Employee Engagement
Helping employees to take action
Too many employees miss out on valuable retirement support. We create engaging, easy-to-understand communications that boost awareness and encourage action.
Financial Guidance
Clear guidance.
Informed choices
Our guidance services give employees the one-to-one support they need to make informed choices with confidence.
Investment Advice
Personalised support
for retirement
Our investment advice service helps people understand their personal financial situation at retirement. This includes support with the implementation of retirement income options.
Video Insight