Company Information

Wealth at Work provides services which allow employees to maximise the value of their benefits by providing financial education tailored to the needs of individual employers and of different employee groups within these companies.

This is supported by a flexible savings platform and wealth advice service which allows, for example, the linking of company share schemes to pensions and individual savings accounts, retirement income planning for retirees and specialist advice for senior executives.

Deal Information

In June 2009, LDC completed the MBO of JP Morgan Invest which was renamed as Wealth at Work. This business was subsequently sold to Palatine Private Equity in a secondary buy-out.