Employee Financial Wellbeing

A financially confident team is a stronger team.

Have you thought about what financial worry might be costing your business?

Money worries don't switch off at 9am. They sit with people through the working day, chipping away at focus, energy and how much someone can really give.

Financial wellbeing means feeling secure, confident and in control of your money, able to handle the day-to-day, cope with the unexpected, and make progress towards the future. We run sessions designed to build exactly that, with practical knowledge employees can act on straight away.

Why it matters for your business:


• Sharper focus and productivity
• Higher engagement
• Better staff retention
• Fewer people quietly struggling under financial stress


What employees typically get support with:


• Making sense of the benefits already available to them at work
• Checking they have the right family protection in place
• Understanding the process of buying or re-mortgaging a home
• Thinking through how to plan for the people who matter most to them
• Making informed investment and savings decisions
• Saving and planning for their children's future
• Understanding their workplace and State Pension
• Getting on top of retirement planning, including tracking down old pensions

How sessions are delivered
• Group sessions, in person or online - a straightforward educational presentation for the whole team, at your workplace or remotely.

• Private 1:1 conversations - no-obligation, confidential space for individuals to ask about their own situation. 

A financially confident workforce tends to be a more engaged, more settled one. We can help you offer that.

Get in touch to talk through how a financial wellbeing session could work for your team.