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 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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  • The lifetime savings challenge - one in four employers plan to launch financial education initiatives in the next three years

    23 Apr

    One in four employers are looking to launch financial education initiatives in the next three years as they look to help employees tackle the lifetime savings challenge, according to recent research from Close Brothers. While 50% of employers don’t currently offer financial education, one in five said they plan to do so in the next twelve months.

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  • Employers – your role as a financial educator

    16 Apr

    The UK is facing a personal savings crisis. Employees are failing to save enough, and when they do save they are ill-equipped to ensure the most suitable saving choices and so their savings are not wholly effective.

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  • One in four employers plan to launch financial education initiatives in next three years

    02 Feb

    • One in five (20%) employers* aim to launch financial education initiatives for staff in the next twelve months • Three in five (60%) believe some of their employees don’t have sufficient long-term savings • But only around half (46%) who provide financial education tailor it by either career stage or age

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