Wealth At Work

United Kingdom

Financial education and guidance for workplace savings and retirement

WEALTH at work is a specialist in financial wellbeing, retirement, and workplace savings, established in 2005. They focus on empowering employees to improve their financial future by providing support across a range of financial matters. The company has reached millions in the workforce, helping hundreds of organizations with financial education and one-to-one guidance.

Their core services include financial education, employee engagement, financial guidance, investment advice, and pension consolidation. WEALTH at work takes a consultative approach, offering bespoke programs tailored to meet the specific needs of different workplaces. They utilize digital nudge technology and interactive communications to drive employee engagement and measure the success of their programs.

WEALTH at work has been recognized for its industry innovation and as a great place to work. They have received accolades such as the 'Pension Fund Communication Award' and 'Investors in People silver accreditation'. Their clients include notable organizations like Kingfisher plc, and they have been named one of The Sunday Times Best Places to Work.

21
YEARS IN BUSINESS
8
SERVICES

Capabilities

Services

What these services involve

Business Planning and Forecasts
Business Planning and Forecasts for business consulting buyers. Clear scope, measurable outcomes, and reliable delivery.
Change Management
Change Management for business consulting buyers. Clear scope, measurable outcomes, and reliable delivery.
Go To Market Strategy
Go To Market Strategy for business consulting buyers. Clear scope, measurable outcomes, and reliable delivery.
International Expansion
International Expansion for business consulting buyers. Clear scope, measurable outcomes, and reliable delivery.

Agency details

Team size
500+ people
Founded
2005 (21 years)

About this agency on Agency List

Wealth At Work holds an Agency List Score of 96 out of 100.

That score is higher than 85% of the 36,919 agencies Agency List has assessed so far.

The Agency List Score measures how well an agency documents its work in public: named clients, quantified outcomes, and whether those outcomes are attributed to the agency rather than to the client.

It does not measure client satisfaction, price, or availability.

How the Agency List Score is measured

Assessment date

Agency List assessed Wealth At Work in September 2026, reading 7 pages published on wealthatwork.co.uk.

The score reflects what Wealth At Work had published by that date; anything published since has not been read.

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