Insights

Insights

Financial education in the workplace employer survey results

We have been helping the employees of some of the UK’s largest and best known organisations to understand and make the most of their benefits for almost 50 years and would like to share with you some headline feedback from our annual client survey.
Read the results here

Lifetime Savings Challenge

Watch the video

With so many savings choices available, it's understandable that people find saving difficult. To illustrate the issue, we invited ten employees to take part in a simple challenge...

Financial wellbeing - the missing piece of wellbeing strategies

We are pleased to publish the 2017 Financial wellbeing research: the employee view, in partnership with the CIPD, exploring the impact financial worries can have on wellness in the workplace.


Financial wellbeing not only affects individual workers but it also affects business performance, as this report helps to illustrate; one in four workers report money worries have affected their ability to do their job, one in ten say they have found it hard to concentrate/make decisions at work because of money worries and 19% have lost sleep worrying about money, all of which impact productivity.

This provides a compelling case for employers to take steps to improve their workers’ financial wellbeing and so their businesses' bottom line.

Please fill out the form to the right to access the report - Financial wellbeing: the employee view.

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By completing this form and requesting the guide, you agree to Close Brothers Asset Management contacting you with information regarding our products and services.

We will not pass your information on to any third party company for marketing purposes.

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