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

  • Are you ready to step up to the Lifetime Savings Challenge?

    08 Dec

    Line eight colleagues of different ages up at the bottom of a (wide) stair case. Ask them to move one step up if they are contributing to a pension. They can take another step if they believe that pension will provide them with an adequate income when they retire.

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  • Gender savings gap leaves half of female workers feeling financially unprepared for retirement

    13 Nov

    More than half of female employees admit to feeling financially unprepared for their retirement, as evidence emerges of a gender savings gap in new research* from Close Brothers and the Pensions and Lifetime Savings Association (PLSA). The research finds that 51% of female workers feel financially unprepared, compared to around a third (35%) of male workers.

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  • As savings crisis looms, employers failing to tackle employee knowledge

    13 Nov

    The Lifetime Savings Challenge Report 2017, which seeks to understand how employees are saving, where they need help, and the level of support available, reveals that there is a distinct savings challenge that needs to be addressed. A third (33%) of UK employees are saving less than £50 a month, which includes one in five (20%) who admit to not saving anything at all.

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  • Who saves the most? 18 to 34 year olds? 35 to 54 year olds? The over-55s?

    13 Nov

    Who saves the most? 18 to 34 year olds? 35 to 54 year olds? The over-55s? You might be surprised to hear that it’s the first group, who are saving on average £267 per month - more than either of the other two groups.

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  • Ten ways to improve your financial wellbeing programme

    18 Oct

    Every employee in every company can benefit from better financial wellbeing – whatever their income level. Even if you already provide financial wellbeing support to your staff, there’s always ways to make your offering even better. Here are ten tips to help you reach the next level, whether you’re just starting out, or already have an established programme in place.

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