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 get in touch.

Contact us

for more information

Latest News

Research reveals health and wealth as the top retirement concerns.

Research reveals health and wealth as the top retirement concerns.

22nd September 2021

Health and wealth issues are the top retirement concerns, according to a new survey of workers approaching retirement (age 50+).

Retirement confusion could result in dire consequences for many.

Retirement confusion could result in dire consequences for many.

13th September 2021

More than a quarter (27%) of people approaching retirement admit that they need help understanding what their income options are - according to a new survey.

Five steps to help employees build their financial resilience.

Five steps to help employees build their financial resilience.

8th September 2021

More than half of UK adults (51%) say that the pandemic has made them more conscious of the need to save more, with over a quarter (26%) saying it has made them recognise that they do not have enough savings.