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With over 50 years workplace financial wellbeing experience, we have worked with every type of organisation, all employee demographics and a wide range of pensions and benefits. We know first-hand that one size doesn’t fit all, so have developed an extensive range of financial wellbeing services that suit all businesses, every need and every budget.
Our approach starts with a conversation so we can understand your organisation, and where you and your people are on your financial wellbeing journeys. A simple but important process, we can usually get a good idea of what’s needed and next steps in less than an hour.
Organisations all have different starting points, so our team is well versed in starting from scratch, taking over from previous providers or working with other providers to ensure a clear and joined up approach.
Excellent knowledge, understanding and the feedback from our employees has been incredible.
We design our services to ensure they make a real difference to your employees’ financial wellbeing.
A fundamental part of managing our financial wellbeing programmes is to collect and review extensive data and MI. This insight is used to monitor programme effectiveness and to inform continuous service improvements
Our results speak for themselves:
|
Organisations* |
Employees ** |
|
| Net Promoter Score | +82 | +85 |
| Service satisfaction | 90% | 94% |
| Would recommend to others | 95% |
95% |
|
What makes the service stand out from the crowd? |
“Knowledgeable advisers, outstanding service from the account manager, ease of navigation of online hub.” “You know us and understand what it is we are looking for, you don't get that from many providers out there.” |
“Recommend this to anyone thinking of or planning retirement. Really engaging and informative, thank you.” “Brilliant, practical information. Great pace and plenty of opportunity to ask questions. Facilitator very relatable and human.” |
*Our Workplace Financial Wellbeing Service client survey
**Workplace wellbeing event feedback
Holistic financial wellbeing which links in with our own company benefits.
We are proud that every aspect of our service has attracted industry acclaim. Our Workplace Financial Wellbeing and Financial and Investment Management Advice Services have received some of the most prestigious industry awards, so you and your employees can be assured of quality, market-leading services, whatever your needs.
As the longest standing provider of workplace financial wellbeing services in the UK, we have been at the forefront of the evolution of workplace financial wellbeing for more than 50 years. We have seen an explosion in the number of providers aligning their services to financial wellbeing and we have seen trends come and go.
For some providers, financial wellbeing is a badge behind which their own service sits. With the explosion in fintech, others can offer a financial wellbeing service almost overnight with little workplace experience, expertise or credentials.
While some providers rely on opacity within the nuanced world of financial wellbeing, we seek to provide clarity and clear direction. Our regular research aims to give organisations access to independent, detailed insight into what’s truly happening in the UK’s workplaces and with employee financial wellbeing. Read our latest research
Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.