FINANCIAL WELLBEING RESOURCES FOR EMPLOYERSThis page contains all everything you need to understand workplace financial wellbeing. The guides will shed light on the impact poor financial health is having on retention, productivity and engagement, and how you can build the business case to take action in your organisation.
How to implement a financial wellbeing programme
This is a must-read for HR professionals who have started the process or are considering introducing financial wellbeing in their organisation. Helping your employees navigate their money journey doesn’t need to be complex or overwhelming.
This toolkit will take you through a six step process for ensuring you create an effective, holistic programme that works for your people.Find out more
Removing the taboo around money
This must-read guide is designed to help understand taboos around money and give practical tips that will allow you to create an open culture around money in your organisation.Find out more
EMPLOYER'S GUIDE TO FINANCIAL WELLBEING 2019-20
Our second annual survey of UK employees has identified a growing need and real opportunity for UK employers to help their employees live healthier and happier lives.
The guide is a must-read for anyone who is implementing a financial wellbeing programme and wants to uncover how ot deliver real and measurable outcomes for their organisation.FIND OUT MORE
BUILDING THE BUSINESS CASE
The guide to Building a Case for Financial Wellbeing dispels some of the myths that can hold employers back from viewing financial wellbeing as a priority.
It will give you the knowledge and tools to create a business case for a financial wellbeing strategy in your organisation.FIND OUT MORE
EMPLOYER'S GUIDE TO FINANCIAL WELLBEING 2018
The Employer’s Guide to Financial Wellbeing 2018 explores how personal money matters affect their day-to-day lives and performance at work.
Our survey of over 10,000 employees identified a huge opportunity to help employees live healthier, happier lives, and for you to deliver improvements in retention, productivity and absenteeism.Find out more
BENCHMARKING FINANCIAL WELLBEING
The Financial Fitness Score is an objective measure of financial wellbeing based on responses to 10 behavioural questions.
Use our calculator to find out your Financial Fitness Score and access a personalised benchmark report.View calculator
FINANCIAL WELLBEING AND SAVINGS
The Employer’s Guide to Savings examines the role of saving in financial wellbeing at work. We discuss why people aren’t saving, and how we can make it easier for them to start and continue a savings habit.
The report also explains what employers can do to help and how to build a business case for employee financial wellbeing in your organisation.Find out more