It’s not uncommon for individuals to face financial worries at various stages of their life – whether that is dealing with debt, concerns over retirement savings or making the monthly budget work.

The link between debt, money worries and stress, lower productivity and absenteeism are increasingly recognised by employers and many are now looking for ways to support their employees.

The impact of financial worries on employees:

78% bubble
43% bubble
31% bubble
22% bubble

Reward: Wellbeing in the Workplace 2018 Survey

We believe the best way to achieve this is to provide employees with the knowledge to make informed decisions throughout their career.

A relevant and well communicated financial wellbeing strategy can deliver on this.

We have a complete service offering to help which involves:

Developing programmes tailored to each company and employee cohort.

Offering a range of topics from general money management, managing debt and improving credit scores, through to saving for the short, medium and long-term, as well as how to optimise retirement income.

Providing multiple mechanisms from seminars and webinars to animation, digital nudges and interactive games.

To view a case study on how the University of Lincoln has improved their employee’s financial wellbeing through financial education, please click play below.

Contact us

for more information

Latest News

Retirement Q&A.

Retirement Q&A.

19th May 2020

Jonathan Watts-Lay, Director, answers questions on retirement matters.

Help to reduce the impact of the coronavirus crisis with financial wellbeing.

Help to reduce the impact of the coronavirus crisis with financial wellbeing.

11th May 2020

Given the unprecedented global impact of the coronavirus crisis, much of the workforce has been financially affected. Therefore, providing financial wellbeing has never been so important, especially for those employees considering retirement.

Will knee jerk reactions during Covid-19 cost pension savers?

Will knee jerk reactions during Covid-19 cost pension savers?

6th May 2020

The Pensions Regulator has issued a range of guidance since Covid-19 emerged to help employers and Trustees deal with the increasing risks pension scheme members face; particularly the risk of scams.