FINANCIAL WELLBEING CONSULTANCY

Helping Your Workforce Be Money Smart.

There are many aspects of employee wellbeing. If your employees are not financially fit, this can have an impact across physical, mental, social, career and relationship health. Financial wellbeing is therefore important in the short, medium and longer term, both for the employee and for their employer who needs the right levels of focus and commitment.

There are a range of actions employers can take to better understand and improve the financial health of their employees. Regardless of the actions you are considering, our consultants can help you deliver them.

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Diagnostics.

We can help you appreciate the issues facing your employees. It may be a case of us giving you our views based on our experience. You may have had some dialogue already or would see value in surveying the opinion of your employees, anonymously if necessary, regarding help they would be grateful for. For many clients, we provide introductory education on financial wellbeing and then, having increased understanding among the workforce, ask employees to self-assess where they would like to see their employer offer further intervention.

Education.

Whilst we can provide education about your employee benefits, we can also provide education as a benefit in its own right. With financial wellbeing, traditional factual education about how financial products and services work is important, but this needs to be coupled with guidance on how individuals should structure their thinking and challenge their habits, beliefs and behaviour. We can provide such education in the workplace or virtually, to groups or to individuals. And, we’ll always supply accompanying information for employees to take away, so their learning isn’t just about what they take away from any initial interactions. Education can also take the form of coaching.

Solutions.

The employee benefits and financial services industries have created an array of products and services that can have a positive impact on the financial wellbeing of employees. It’s not just a question of offering a pension, it’s about offering the most suitable pension for today and for the future. Common protection benefits like Life Assurance can play a part but must be set in the right context to really be appreciated. More esoteric benefits like discount platforms, borrowing deductions from salary and financial wellbeing apps can also have a part to play. As with other benefits, we can design, resource and implement any options you may wish to consider, as well as providing ongoing support and governance to ensure the benefits continue to be effective for as long as that benefit is offered.

We are not giving regulated financial advice under the rules of the Financial Conduct Authority with Financial Well Being Consultancy. We are providing employees with the tools to better understand their own relationship with money and then to take their own better informed action to improve this.

News

Discover the latest insight.

  • The New Pension Bill & It’s Impact on Employers.

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  • The Three Key Employee Benefit Issues from this Year’s Budget.

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  • Is Your Business Still Missing Out on Pension Salary Exchange?

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  • Is it time to reconsider your Nest pension scheme?

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  • Previous Webinar – Financial Wellbeing In The Workplace: The Why, The What & The How.

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  • How to Choose Investment Funds – A Complete Guide

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  • Business Relocation to the UK – How to Migrate Your Company Overseas

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  • The Ultimate Guide to Improving Staff Retention with Employee Benefits

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  • Group Private Medical Insurance – Key Considerations for Employers

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  • We’re delighted to Announce Our Five Stars for Experience

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  • COVID-19

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  • Changes to Automatic Enrolment Workplace Pension Limits from 6th April 2021

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Lets start

your Journey.

Whether you’re a start-up company, a business new to the UK, or an established firm seeking a trusted partner for growth, we’re here to enhance your employer brand for good.

Employee benefits don’t have to be a headache. Get in touch for a free initial consultation with a member of our friendly team.

Contact us

Talk to us

Lets start

your journey.

Whether you’re a start-up company, a business new to the UK, or an established firm seeking a trusted partner for growth, we’re here to enhance your employer brand for good.

Employee benefits don’t have to be a headache. Get in touch for a free initial consultation with a member of our friendly team.