Fractional Financial Wellbeing Lead

Would your company benefit from experienced financial wellbeing expertise around strategy and implementation on a flexible and affordable consultancy basis?

We can now offer cost-effective and outcome based options to support specific points of contact and departments including HR, Wellbeing, Payroll, Reward & Benefits and L&D.

Here’s a range of specific, achievable outcomes:

  • Complete a Financial Wellbeing Risk Assessment (Employees)

  • Complete a Financial Wellbeing Benchmark Survey & Review (Strategy)

  • Enable all employees to establish their FinWELL Money Personality

  • Enable all employees to establish their FinWELL Money Scores and create an Action Plans

  • Enable all employees to access a Money Skills & Financial Fitness platform online with monthly masterclasses

  • Implement or review Financial Wellbeing Policy & Processes

  • Review Existing Benefits - Engagement, Impact & Cost Savings Analysis (EAP, Pensions Provider, Savings, Protection, Shopping Discounts, Share-save Schemes)

  • Explore ways to increase employee pension contributions and generate an NI Cost Saving

  • Explore additional cost savings via salary sacrifice

  • Implement or review zero cost payroll based savings schemes

  • Implement or review zero-cost mortgage education and advice services

  • Linking financial wellbeing, mental health and wider strategy 

  • Implementing goal and outcome based data analysis for engagement, impact, social value and return on investment 

  • Cost-effective options starting from just £495 per month

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