In recognition of the demand on employers to support employees during the pandemic and beyond, we offer an online platform called the ‘Financial Healthcheck’.

The platform helps employees build their knowledge on a range of financial matters throughout their career and will cover topics such as debt & money management, managing savings, retirement and health & financial protection.

The Financial Healthcheck will ask employees a few simple questions around their finances. Based on the answers, it will provide an action list which can be accessed via a personal online dashboard. This could include recommending further learning from online resources such as; watching a webcast or animation, completing a budgeting tool or booking an educational online seminar.

If you want to help your employees achieve their financial goals, please book a demo.

Contact us

for more information

Latest News

Why workplace benefits and savings are an essential workplace offering.

Why workplace benefits and savings are an essential workplace offering.

6th December 2023

Workplace benefits and savings are more vital than ever as the number of employers offering pay rises, in line or above inflation, is set to reduce.

Retirement support in the workplace is growing.

Retirement support in the workplace is growing.

5th December 2023

Employers are viewing the ageing workforce as increasingly important, according to the new Financial Wellbeing Research 2023[1] from the Reward & Employee Benefits Association (REBA) in association with WEALTH at work.

'Financial wellbeing…a new phenomenon or not?’ event – November 2023.

'Financial wellbeing…a new phenomenon or not?’ event – November 2023.

17th November 2023

Our event ‘Financial wellbeing …a new phenomenon or not?’ took place at the Shangri La, The Shard, London on 14 November 2023.