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Looking after your employees’ financial wellbeing is paramount. Financial stress can have an impact on overall wellbeing and happiness. If your employees are struggling to manage their money and don’t know where to turn to for support, it could have an impact on your business too.

Research suggests that thousands of employees across the country are worried about money and the decisions they need to make:

As a result, it’s likely that some of your employees are being affected by financial concerns. Taking steps to provide financial education can improve the wellbeing of your workforce, boosting productivity and engagement. Together we can help you create greater financial certainty for your people.



How to run a successful financial education programme


We want to help more people understand their financial position and what it means for their future. We can work with you to embed financial education in your organisation; from identifying where your employees need the most help using our financial wellbeing assessment, through to developing your ownstrategy.

Our financial education programme covers a range of topics, from budgeting and saving, to understanding the mortgage market, through to pensions for higher earners and the actions you should take when nearing retirement.

Making the most of technology

We believe the most effective way to improve financial certainty is face to face, whether this is in person or using technology, such as webinars, it’s something we can deliver on a one-to-one basis or to a wider group where appropriate.

In addition to this, we offer an online financial wellbeing module that uses animations and videos to communicate the financial challenges and opportunities your employees may face. Our Mybenefitsatwork portal also covers general health and wellbeing too, creating a holistic solution for employees.

Whilst we appreciate that financial wellbeing can be difficult to assess, we make it easy by using a combination of our assessment, feedback and employees taking action. We can help you take the necessary steps to improving your employees’ financial health and overall wellbeing. Get in touch to find out more.

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