Give your employees financial wellness for life

Our financial wellness services are designed for medium to large companies (1000+ employees), who are focused on improving overall employee wellbeing.

When your employees feel financially well and ready for retirement, they may bring that added confidence to their role – meaning you could both benefit.

Whether they’ve not yet thought about retirement, or are finding planning for the future overwhelming, our free-to-employer range of services, content and tools will help ensure your employees feel empowered and supported.

What’s included in our financial wellness programme?

Our financial wellness programme brings together our two innovative retirement planning services, designed to make it simpler to plan for life after work.

Our services are thoroughly tested and researched to be intuitive, jargon-free and accessible to everyone, no matter their level of knowledge or experience when it comes to financial wellness.

You and your employees will have access to:

Aimed at those aged 45+ starting to think about planning for their retirement

• Online service providing valuable information and guidance
• Free-to-use content, tools and support
• A personalised plan in less than five minutes tailored to them
• A Retirement Health Check to help find out how financially fit they are for retirement
• Learn the essentials of planning for retirement without the clutter

Aimed at those aged 55-73 and thinking of putting their retirement plan into action in next 12 months

• Automated retirement planning and advice service
• Establish clear retirement goals
• Help to structure their finances so they can meet their goals
• Receive a free personal retirement plan
• Option to access regulated financial advice
• Team of friendly retirement specialists available by phone, screen-share or webchat

Fees only apply if they decide to put their plan into action

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What are some of the benefits to you?

Broadens your benefits proposition

Helps to show that you value and care about your employees which could have wider brand and cultural benefits for your organisation, reinforcing your reputation - internally and externally - as a good employer

Integrates with existing employee wellbeing programmes

Even if you already have a wellness programme, our services can complement your existing arrangements. It’s free and quick and easy to set up.

Enables you to give employees access to the advice they deserve

Advice may feel unattainable for your employees because they don’t know where to find it or because they simply can’t afford it. Our services are available to all your employees approaching retirement.

quick and easy to set up

We’ll make sure installation goes smoothly and we can also provide you with a toolkit to help make it simple for you to communicate the benefits to your employees.