FINWELL GLOBAL

Identify, Measure & Reduce Money Related Stress for Employees Globally.
Improve Financial Wellbeing & Minimise Risk.

Anonymous employee insight, targeted education and measurable action for global workforces — all within one clear, scalable framework.

IDENTIFY
MEASURE
EDUCATE
EMPOWER
WHAT WE DO

One global framework. Relevant to every employee.

FinWELL Global combines employee insight, practical financial education and measurable action — helping organisations understand what their people need and target support where it can make the greatest difference.

01 — IDENTIFY

FinWELL Money Score®

Establish financial wellbeing and identify money-related stress, resilience and priority areas across the workforce.

02 — UNDERSTAND

FinWELL Money Personality™

Explore the behaviours, emotions and habits behind the numbers and give employees more personalised insight.

03 — REDUCE

Learning Journeys + Employer Dashboard

Turn anonymous insight into relevant education, practical actions, engagement data and measurable improvement.

FROM INDIVIDUAL INSIGHT TO WORKFORCE ACTION

See the bigger picture without identifying individuals.

Employees receive a simple, confidential experience. Employers receive anonymous workforce-level insight that helps them understand needs, risks and where support can make the biggest difference.

Financial wellbeing and resilience
Understand the overall position across your workforce.
Stress, confidence and behaviours
Go beyond a single headline number.
Areas of focus, support needs and goals
Use employee insight to shape the right response.
Anonymous employee insight flowing into the FinWELL Employer Dashboard
FinWELL dashboard showing financial risk and resilience
IDENTIFY. MEASURE. REDUCE.

Turn money-related stress into something you can act on.

Track participation, average and median Money Scores, higher-risk distribution and changes over time. Use the data to focus communications, workshops and Learning Journeys where they are most needed.

Global, regional or local reporting
Anonymous trend and engagement data
Benchmarking and repeat measurement
GO BEYOND THE HEADLINE SCORE

Understand what is driving financial wellbeing.

Identify the areas employees most want to improve and the types of support they value. That means less guesswork and a clearer route from insight to intervention.

Key areas of improvement
Preferred types of support
Employee goals and intended actions
FinWELL dashboard insights on areas for improvement and preferred support
FOLLOW-UP LEARNING JOURNEYS

Target support around the key areas people most want to improve.

After the FinWELL Money Score® and FinWELL Money Personality™ identify key areas of focus, employees can be guided into relevant follow-up Learning Journeys. The same core content can then be adapted for regional and local teams with more relevant language, examples, support routes and employee benefits.

FINWELL LEARNING JOURNEYS
Recommended for your key areas of focus
Personalised follow-up learning based on employee insight
PERSONALISED
Inclusive colleagues discussing money management
Managing Your Money Simple money organisation, budgeting and everyday habits.
Multigenerational colleagues building financial resilience
Building Financial Resilience Emergency planning, savings confidence and coping with shocks.
Diverse colleagues discussing debt and borrowing support
Debt & Borrowing Understanding commitments, repayments and routes to support.
Diverse professionals in a workplace planning for later life
Planning for Later Life Longer-term planning, pensions and preparing for the future.
Your next steps
Continue your recommended Learning Journeys
REGIONAL RELEVANCE

Adapt the learning by region

Local terminology, currency, examples and financial systems can be inserted where needed.

LOCAL SUPPORT

Route employees to local help

Signpost to trusted local resources, policies, wellbeing support and relevant employee benefits.

EMPLOYEE BENEFITS

Connect learning to what already exists

Learning Journeys can link directly to appropriate existing benefits and internal support.

around key areas of focus

Personalised follow-up

Use anonymous insight to guide employees towards the most relevant Learning Journeys and next steps.

for regional & local teams

Local relevance at global scale

Keep a consistent global framework while making the experience more relevant to different teams, locations and cultures.

from insight to action

Measurable engagement

See which themes resonate most and where additional communication, workshops or support may be needed.

FINWELL GLOBAL PRICING

Choose the right level of support for your workforce

Three clear annual options, combining insight, reporting and education at different levels of scale — with flexibility to upgrade if and when required.

Annual pricing shown in GBP. Use the converter for local currency guidance, with flexibility to upgrade if and when required.

Currency converter
Option 1
Insight
Up to 250 employees
£4,950per year + VAT
Start with insight

Establish the baseline and understand what your people need.

  • Kick-off session (virtual)
  • FinWELL Money Score®
  • FinWELL Money Personality™
  • Additional employee insights and analysis
  • One reporting segment, such as location
    • with multiple sub-categories including age bracket, career stage and job function
  • Access to the Employer Dashboard
A clear baseline with one defined reporting segment.
Option 2
Build
250–1,000 employees
£9,950per year + VAT
Insight + education

Compare more of your workforce and add relevant regional learning.

  • Everything in Option 1
  • Two additional FinWELL workshops
  • 5 key Learning Journeys
  • Multiple reporting segments
    • for example multiple locations, regions or business areas
  • Region-specific Learning Journeys and localised resources
  • Action tracking and engagement data
  • Access to the Employer Dashboard
Ideal for employers operating across multiple locations or regions.
Option 3
Transform
1,000+ employees
£19,950per year + VAT
A complete solution

Connect insight, learning and your existing employee benefits.

  • Everything in Option 1 and Option 2
  • Four additional bespoke workshops
  • All Learning Journeys, including new journeys as they are developed
  • Learning Journeys linked to and relevant to specific existing employee benefits
  • Action tracking and engagement data
  • Access to the Employer Dashboard
  • Ongoing partnership and strategic support
An integrated, benefits-linked global financial wellbeing solution.
FINWELL LEARNING JOURNEYS

Global education. Local relevance.

Core animated content can remain consistent globally, with relevant regional or local examples, terminology, resources and support inserted where needed.

5 key journeys

Core money skills

Managing Your Money · Building Financial Resilience · Debt & Borrowing · Protecting & Growing Your Future · Planning for Later Life

Specialist journeys

Sensitive topics that matter

Gambling · Neurodiversity & Money · Menopause & Money · Financial Control & Economic Abuse · plus new journeys as they are developed.

GLOBAL REACH. LOCAL RELEVANCE. MEASURABLE IMPACT. REAL CHANGE.

Build a healthier, happier and more financially resilient workforce.

Start with insight, add the right education and use anonymous data to understand what changes over time.

Start a FinWELL Global conversation