Skip to main content
Sorry, no search results could be found.
    Gettyimages 896608982B

    Research and insights

    While some providers rely on opacity within the nuanced world of financial wellbeing, we seek to provide clarity and clear direction.

    Our regular market research aims to give organisations access to independent, detailed insight into what’s truly happening in UK workplaces and with employee financial wellbeing.

    Spotlight On UK Financial Wellbeing Report 2023 Cover 1024X683px Spotlight on UK Financial Wellbeing Nov 2023 Expecting The Unexpected 2021 Cover 1024X683px Expecting the unexpected Mar 2021 Changing Trends Of Financial Wellbeing Cover 1024X683px Changing trends of financial wellbeing May 2020 Financial Wellbeing Index 2019 Cover 1024X683px Financial wellbeing index Jan 2019 Lifetime Savings Challenge 2017 Cover 1024X683px Lifetime savings challenge Sep 2017 CIPD Financial Wellbeing Cover Financial wellbeing the employee view Jan 2017

    Employee engagement

    We keep employees engaged with their financial wellbeing through initiatives such as our ‘stay in the loop’ communications. These will focus on regular financial dates such as the tax year end, key benefit milestones or flex window openings, as well as legislative or budgetary changes and other topical issues. Here’s an overview of how we help our clients keep their employees informed, alerted and engaged with their finances.

    Wealth FES Money Hangover Avoid money hangovers this season We are all gearing up for that time of year when many of us spend more than usual. With huge cost of living pressures this year, are you looking for ways to have fun but avoid a ‘money hangover’ in 2024? Nov 17, 2023 2 minute read Wealth FES Gettyimages 1278976690 Staying aware of scams It's important to stay aware of the threats posed by changing and evolving scams. Revisit some tried and tested tactics to stop fraudsters in their tracks. Nov 07, 2023 2 minute read Wealth Basics Debt Case Study Getty 627540208 Instilling good money habits Raising healthy, happy children who will go onto live a fulfilling life and reach their potential is every parent’s wish. Oct 03, 2023 2 minute read Wealth Gettyimages 1303828501 Top Tips Top tips when remortgaging Mortgage costs are the single biggest spend in most people’s monthly budget. With mortgage rates still high and the cost of living still putting pressure on everyone’s finances, it’s vital to get the best possible deal when arranging your next mortgage. Sept 20, 2023 2 minute read Wealth Gettyimages 1454882740 Small Staying ahead of the pack when buying your home The house buying process can sometimes be a minefield, especially for the uninitiated. With the ongoing higher mortgage rates, and with some providers having fewer mortgage products and requiring extra checks, it pays to know the inside track to ensure your next house move goes as smoothly as possible Sept 11, 2023 2 minute read Wealth Gettyimages 1355067044 Managing money worries Financial anxiety not only impacts our financial health, but if left unchecked it can affect our mental wellbeing too. Inflation levels, the rising cost of living and higher mortgage and rent costs have presented us all with more challenges when managing our money recently. May 12, 2023 3 minute read

    Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.