LET’S IMPLEMENT OR ENHANCE YOUR WORKPLACE FINANCIAL WELLBEING STRATEGY


Digital option available from £495 + vat and then consider your level of support from £250-950 + vat per month.

  1. Understand - Learn about financial wellbeing and its relationship with employees and organisational outcomes.

  2. Assess - Identify the financial wellbeing needs, risks and priorities within your workforce.

  3. Audit - Evaluate existing benefits, services, resources and free/low-cost support to identify gaps and opportunities.

  4. Plan - Develop a proportionate Financial Wellbeing Strategy and Policy aligned with organisational priorities.

  5. Connect - Define the roles of HR, Wellbeing, Benefits, Payroll, OH, L&D, managers, mental health,

    champions and leadership.

  6. Engage - Create a practical communications, education and engagement plan that reaches different employee groups.

  7. Measure - Establish meaningful employee and business outcomes, KPIs and a process for ongoing review and improvement.

7 key stages & outcomes…

FREE DISCOVERY CALL…

Measurable outcomes for employees:

✅ Increased Engagement
Higher participation in financial education, wellbeing initiatives and relevant employee benefits

✅ Improved Benefits Utilisation
Greater awareness, understanding and appropriate use of existing benefits and support — doing more with what you already have

✅ Reduced Impact of Financial Stress at Work
Improvements in reported concentration, productivity, presenteeism and potentially absence associated with money worries.

✅ Improved Employee Experience & Retention
More employees recognising their employer as supportive of their financial wellbeing, with potential improvements in attraction, engagement and retention measures.

✅ Measurable Return on Wellbeing Investment
Clearer evidence of what is being used, what is working, where gaps remain and where future wellbeing investment should be directed.

Measurable outcomes for EMPLOYERS:

✅ Improved Financial Knowledge
Better understanding of budgeting, debt, saving, pensions, benefits and financial planning.

✅ Increased Financial Confidence
More employees feel confident making informed decisions about their money.

✅ Improved Financial Resilience
Greater ability to manage unexpected costs, build savings and cope with financial shocks

✅ Reduced Financial Stress
Fewer employees reporting that money worries negatively affect their wellbeing, sleep or work

✅ Positive Financial Behaviour Change
More employees taking measurable actions — engaging with pensions/benefits, saving, budgeting, seeking debt support or planning ahead.

Basically happier, healthier and more productive teams!

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