Liverpool based company WEALTH at work is listed in The Sunday Times Best Places to Work and also wins The Best Company within Financial Services 2025

We are absolutely delighted to announce that we have been named as one of The Sunday Times Best Places to Work 2025 and are proud to have been listed amongst the best ‘Big Organisations in the UK’. This is the second time WEALTH at work have won this award, having also won it in 2024.

In addition, we have also won a spotlight award for The Best Company within Financial Services – a new accolade for 2025 which we are extremely proud of.

David Cassidy, Chief Executive Officer, WEALTH at work comments, “As leaders in the field of financial wellbeing in the workplace, we are thrilled to be listed and thought of so highly by our colleagues, especially given this is the second year in a row we have been listed. We hold very high standards when it comes to our company values. This is encapsulated in the ethos of our business that we call internally, ‘the mum and dad principle’ which simply means ‘if you wouldn’t do it for your mum and dad, then you don’t do it at all’. This is encompassed in our HR policies and can be seen in every aspect of our business from our Financial Coaches to Advisers.

Our colleagues from right across the group are very important to us, as are our clients, so this recognition means a great deal to us and cements what we do as a business and proves that a high level of employee wellbeing results in a happy workplace.

We are also extremely proud to have won a second award for being The Best Company within Financial Services in 2025. Working in the Financial Services sector, our standards are already high, so it is great to have this recognition – not only for our clients but for the good work our colleagues do for those clients.”

 

Notes about the survey: The Sunday Times Best Places to Work 2025.

WEALTH at work is listed in the Big Organisations category employing between 250-1,999 employees.

The Sunday Times Best Places to Work awards survey uses 31 core questions from WorkL’s employee engagement survey, developed by behavioural scientists, data analysts, psychologists, business leaders, academics and other independent parties to most accurately monitor employee engagement, wellbeing and discretionary effort in the workplace.

To achieve a high overall engagement score, an organisation must score well across WorkL’s six-step framework;

  1. Reward and Recognition
  2. Instilling Pride
  3. Information Sharing
  4. Empowerment
  5. Wellbeing
  6. Job Satisfaction

In a highly engaged workplace all six steps will be seen positively by employees, albeit in varying degrees. Each of WorkL’s steps consist of between three and five key elements which are measured on a 0-10 scale. An organisation’s overall engagement score is the sum of all question responses divided by the maximum possible values as a percentage.

To be successfully accredited, organisations must achieve a minimum of 70 per cent overall engagement score. Banding threshold is based on both independent and WorkL’s commissioned research on employee engagement initiatives and is reinforced by WorkL’s benchmarking data of more than 70,000 organisations. For an accurate representation of employee sentiment, organisations were required to send the survey to as many current employees as possible. To participate, the big category had to reach a minimum average response rate of 50 per cent to qualify.

The latest news is brought to you by WEALTH at work, a leading financial wellbeing and retirement specialist. WEALTH at work and my wealth are trading names of Wealth at Work Limited which is a member of the Wealth at Work group of companies.

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