The Wealth at Work group secures new investment to support its continued growth

The Wealth at Workgroup has secured further investment from private equity house Aquiline Capital Partners to support its continued growth.*

Established in 2005, the Wealth at Work group delivers financial wellbeing programmes and retirement services to hundreds of organisations across different industries. This includes working with large employers; such as BT, Marks & Spencer, and Experian in the private sector; and many public sector organisations such as the NHS and Local Authorities. It also provides retirement services to pension scheme trustees and members.

In light of the growth in organisations implementing financial wellbeing strategies and the introduction of pension freedoms in 2015, the Wealth at Work group has achieved rapid growth to meet the significant demand for its services of; financial education, guidance, and regulated financial advice which are now offered to over a million employees across various organisations.

Jonathan Watts-Lay, Director of the Wealth at Work group comments, “Our service offering is unique in that it offers a one-stop-shop which can be tailored to each client’s requirements.  We offer a complete suite of services ranging from seminars and digital tools such as the Financial Healthcheck through virtual or telephone guidance services and regulated financial advice. This new investment will support the delivery of our growth plans and ensure our services continuously innovate and develop as we invest in technology to allow us to build on our offering further”.

Notes to editors:

The Wealth at Work group of companies is a workplace specialist – providing financial education, guidance, and regulated financial advice for individuals.

Its services help employees make informed decisions to improve their financial wellbeing throughout their career and to maximise income at retirement. Its services are also available for Trustees to help their members fully understand their retirement income options and how to mitigate associated risks. For more information, visit

Sign up to our newsletters

Receive news and guidance on a range of HR issues direct to your inbox

This field is for validation purposes and should be left unchanged.

*Closing of the investment is subject to obtaining relevant regulatory approval.

For further information, please contact the press office on 0151 255 3468 or email [email protected]