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.

The platform is tailored to each company’s benefits package, ensuring that all the financial education content is relevant for all employees. This will help them to learn more and achieve their financial goals.

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Latest News

Help employees to build their financial resilience.

Help employees to build their financial resilience.

30th July 2021

When examining the impact of the pandemic, according to a study by LCP – almost half (47%) said the pandemic had changed their ability to save.

80% of Trustees have fears about members not understanding the risks around defined benefit pension transfers.

80% of Trustees have fears about members not understanding the risks around defined benefit pension transfers.

23rd July 2021

WEALTH at work’s latest survey* with the Pensions Management Institute (PMI) has revealed that 80% of Trustees have concerns about their members not understanding the risks around transferring out of their defined benefit scheme.

Why is financial education and guidance so important right now?

Why is financial education and guidance so important right now?

21st July 2021

Financial education and guidance is beneficial to the financial wellbeing of employees and pension scheme members.