Financial Wellbeing

Employer Financial Education Services

There is a critical link between financial wellbeing and business performance. Our Financial Education Solutions are designed to empower individuals within your organisation to take control of their financial lives, reduce stress, and enhance overall job performance. Financial education and wellbeing programmes can create, on average, a 300% return on investment. (source: Prawitz & Garman 2009)

By fostering a workforce that is financially secure and engaged, you can unlock the full potential of your business. We address the three areas cited in a business case for financial wellbeing: minimised people-related costs, improved productivity and the opportunity to become the employer of choice in addressing the needs of the employee.

What is Financial Wellbeing?

It can be thought of as an employee’s ability to make the most of their money and finances on a day-to-day basis, feeling secure and in control, alongside being financially resilient, confident and empowered.

Why is Employer Action Needed?

According to the Chartered Institute of Personnel and Development (CIPD), financial and related mental health issues are negatively affecting a significant proportion of the workforce, in terms of wellbeing and performance. Employees not only need but now also expect this support from their employer.

 

Our Financial Education Solution

  • Professional advice

  • One to one sessions

  • In person, online or by phone

  • Presentations and talks

  • Q&A sessions

  • Lunch & learn sessions

Employer Benefits

  • Enhanced employee satisfaction

  • Increased employee productivity

  • Attractive recruitment tool

  • Increased employee retention

  • Increased employee engagement

  • Improved financial outcomes

Employee Benefits

  • Access to professional advice

  • Reduced financial stress

  • Improved financial security

  • Better financial outcomes

  • Employee empowerment

  • Improved savings