Financial wellbeing

Financial wellbeing

The missing piece of wellbeing strategies

We are proud to partner with the CIPD to explore financial wellbeing in the workplace, from both employer and employee perspectives. Click below to find out more about the costs of poor financial wellbeing and what you can do about it.

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Our latest financial education insights

  • Step 4 – Property

    02 Nov

    Choosing to buy a property is the largest financial commitment that most of us will ever make. It can also mark the start of a new life stage, shifting from the transient world of renting to the long-term commitment of home ownership. That move might also be linked to other events – such as accommodating a growing family or a change in relationship.

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  • Step 3 – Protection

    20 Sep

    Feel-good financial wellness: how to stay protected, whatever the weather

    After the hottest summer since 1976, it might seem downbeat to talk about rainy-day funds. In the not so distant past, ‘Protection’ was more likely to mean sunscreen and barbeque tongs than umbrellas and waterproof coats.

    But whatever the weather, having money put aside to cover a change in financial circumstances is an essential part of financial wellness. It gives employees peace of mind knowing that they can cope with the unexpected, if and when it happens. And employers will feel the benefit from staff who worry less about their finances at work.

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  • Step 2 – Managing debt

    15 Aug

    Second in our ‘Seven steps to financial wellness’ series is Managing debt. Few aspects of financial wellness are as sensitive or as personal as being in debt. Every employee who has borrowed will have a different story, from a one-off unexpected expense, to an ongoing struggle to make ends meet each month.

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  • Step 1 – Planning and budgeting

    14 Jun

    Planning and budgeting is Step One in Close Brothers’ Seven Steps to Financial Wellness. In this seven-part series, we’ll look at the key ingredients of a successful financial wellbeing strategy and how to bring them together.

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  • Seven steps to financial wellness

    10 May

    What does “financial wellness” mean to your business and your staff? Is it about supporting individuals who are struggling with debt or encouraging them to put more aside for retirement? Do you want to help employees better manage their tax or make sure they are saving into the right financial products for their needs? Are you focused on creating a more productive workplace where individuals are in control of their finances and are not distracted by money worries?

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