Wealth at work were established in 2005 and are now the leading providers of financial education and advice in the workplace. They have educated tens of thousands of employees over the last few years on a range of subjects including retirement planning, pensions, ISAs, share schemes, redundancy as well as retirement planning. They are used by many of the UK’s largest companies (e.g. BT, M&S & GSK) to provide tailored financial education, regulated advice and employee wealth management services, and are the providers of Saga’s Financial Planning Service.www.wealthatwork.co.uk

I have recently started working with them, and Jonathan Watts-Lay, Director, Wealth at work, was selected to be one of the experts quoted in a Guardian article on the 24th May giving guidance to a man retiring with a £300,000 pension pot. http://www.theguardian.com/money/2014/may/24/confused-pension-option-retiring