Financial Wellbeing

Empowering financial futures

With almost 14.6 million UK adults not coping financially or finding it difficult to cope, many are looking for ways to help ease the strain on their finances.

The impact of financial 
worries in the workplace

Financial wellbeing support is at the top of the agenda for many of the UK’s leading companies. In fact, 82% of employers are set to offer programmes to support their workforce. Employees believe that money worries affect their performance at work.

40%

Increased stress levels

35%

Mental exhaustion

26%

Decreased motivation

10%

Increased sick day

Research for WEALTH at work was carried out by Opinion Matters amongst a panel of 2,001 UK workers, published in March 2025

Level up with our consultative approach

We can work with you to provide your employees with financial wellbeing support and improve their financial future.

Our consultative approach ensures that we understand your objectives from the start. We will then work with you to create a programme tailored to your needs.

Financial Education

Smart financial choices
start here

Financial education aids understanding of a wide range of financial issues. This helps employees make well-informed decisions throughout their career and improves financial wellbeing.

More about Financial Education

Employee Engagement

Inspiring confidence.

Driving action

For each programme, our in-house team delivers interactive and meaningful communications to boost employee engagement and maximise take-up.

More about Employee Engagement

Financial Guidance

One-to-one guidance.

Real impact

No matter their situation, we offer financial guidance for employees who need one-to-one support.

More about Financial Guidance

Investment Advice

Personal support
for every stage of life

Our investment advice service will help your employees understand their personal financial situation.

More about Investment Advice

Workplace ISA

Smart investing.
Strong financial futures

Our Workplace ISA offers employees a flexible, tax-efficient way to invest and build their financial resilience.

More about Workplace ISA

Video Insight

How we have helped organisations and their employees

Improve your employees’ financial future today

Contact Us