FREE PILOT NOW AVAILABLE

ENSURE YOUR FINANCIAL EDUCATION & WELLBEING SUPPORT IS INCLUSIVE, PERSONALISED AND DATA DRIVEN

DO YOU KNOW WHAT YOUR TEAMS REALLY WANT & NEED?

We have a limited number of free pilots so you can see this in action before implementing any financial wellbeing initiative.

We've seen employers waste a lot of time, effort and money on wellbeing initiatives because they are not data driven or measurable.
When it comes to financial education and wellbeing, many employers know they need to do 'something' but are unsure where to start, what works best and what their people might want and need most.

Before you sign up to any initiative, it’s important to ensure that you have sufficient data that clearly shows you what your people want and what will have the most impact.

We we're asked by clients to create a range of surveys and data gathering tools to generate insights that can identify:

  • Personal Money Scores for all employees (office and non desk based)
  • How many are in Thriving, Surviving or In Crisis mode for various areas
  • General Money Confidence
  • Ability To Pay Bills
  • Relationships With Money
  • Financial Resilience
  • Future Planning Requirements
  • Areas of Focus
  • Next Steps between Education, Guidance or Advice
  • Appetite for Group Workshops, 1-1 Sessions and Leadership Training
  • Specific Topics and Themes of interest along Life's Financial Journey

We can do this via our kick off launch workshops and also via our surveys and our personal money score and financial wellbeing planning tools for both office and non desk based, harder to reach workforces.

This information is vital to give your employees the best starting point with financial wellbeing but to also help you build a personalised, inclusive and effective programme in line with your overall wellbeing strategy.

If you don't have sufficient data to confidently implement a financial wellbeing programme then we strongly recommend getting in touch with our award winning team.