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.
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.

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.

Financial Guidance
One-to-one guidance.
Real impact
No matter their situation, we offer financial guidance for employees who need one-to-one support.

Investment Advice
Personal support
for every stage of life
Our investment advice service will help your employees understand their personal financial situation.

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

Video Insight