Financial Wellbeing
Helping your employees overcome financial challenges for a productive workplace.
What is Financial Wellbeing?
When employees are in control of their money, they’re in control of their lives. Financial wellbeing is about feeling confident, prepared, and secure, no matter what their financial goals may be - whether it’s buying a home, saving for retirement, or managing everyday expenses.
Our Financial Wellbeing platform provides employees with the tools, skills, and support they need to build confidence, reduce stress, and plan for a brighter future. By investing in financial wellbeing, you’re not only improving employee morale but also enhancing productivity, focus, and overall happiness across your workplace.
Key Features
Financial Health Checkup
Employees start with a quick, personalised questionnaire to identify their financial strengths and areas for improvement, receiving tailored recommendations and education plans.
Financial Education
Bite-sized, jargon-free learning journeys and customised stories help employees develop skills, overcome challenges, and achieve their financial goals.
Money Management Tools
Easy-to-use budgeting tools and savings trackers simplify financial planning and empower employees to stay on track.
Personalised Nudges
Timely, personalised reminders sent via SMS, email, or WhatsApp keep employees focused on their goals and help them stay on top of financial tasks.
How Does It Work?
- Welcome Email: Employees receive an introduction with all the necessary details to get started.
- Create an Account: Using the provided link, employees set up their personalised online account to begin their financial wellbeing journey.
- Explore and Take Control: Employees gain access to interactive tools, tailored financial education, and personalised reminders to help them make informed decisions and take charge of their finances.
- Ongoing Engagement: Budgeting planners, savings trackers, and goal-setting tools ensure employees stay on track.
Additional Support Available
Did You Know we also offer Confidential, Personalised Debt Advice to help employees navigate financial challenges? Our trusted partner provides expert one-on-one support in a secure environment, including:
- Customised solutions like Debt Management Plans (DMPs), Individual Voluntary Arrangements (IVAs), and more.
- Personalised guidance from qualified professionals.
- A private space to address financial concerns and regain control.
faqs
How can we help?
We want you to have the simplest, easiest experience possible when choosing the right employee benefits. But we know you might have a few questions. Read on for more information here. If you still have questions, talk to us.
Why choose the Financial Wellbeing scheme?
How does the Financial Wellbeing scheme work?
How do we help with the Financial Wellbeing scheme?
Why is financial wellbeing important?
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