New partnership offers benefits provision, consultancy, education and advice

Financial education specialists Wealth at Work have joined forces with employee benefits consultants Heath Lambert Employee Benefits, launching a new offering allowing clients to access benefits provision and consultancy alongside financial education and advice.

Announcing the move, the companies said Heath Lambert’s recently-launched benefits platform will be further enhanced with links to the workplace ISA and workplace SIPP provided by Wealth at Work.

It will also provide online tools which support employee education, such as allowing employees to model the benefit of linking shares with a pension or ISA.

Wealth at Work director Jonathan Watts-Lay said despite having just launched the initiative, existing clients and prospects have already expressed an interest.

“This is the first opportunity for companies to buy a comprehensive service of the right benefits delivered to employees with good education and advice. This will have the dual benefits of efficient delivery with cost effectiveness,” Watts-Lay said.

Terry Gostelow, consultant at Heath Lambert, added that the partnership enables the company to enhance the employee communication and education services it is able to offer.

“This partnership opens up a range of new services for our clients, including the ability to integrate employee savings utilising traditional pensions and a workplace ISA and SIPP, supported by market leading educational services,” Gostelow said.

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