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Financial Advice in UK Workplaces

Examining workplace trends on financial advice

In recent years, UK financial wellbeing has faced an onslaught of challenges: the pandemic, employees and organisations adapting to more hybrid working, the highest rate of inflation in decades, significant rises in our cost of living, continued market volatility affecting savings and consumer confidence, and uncertain mortgage rates.

All of these changes point to one thing, now more than ever before, all employees need more help with their finances.

This new research builds on our ‘2023 Spotlight on UK Financial Wellbeing’ report published in November 2023 and delves further into the importance of financial advice to employees’ overall financial wellbeing, covering in particular:

  • The benefits employees want to help improve financial wellbeing
  • The extent of financial advice offered by employers and who employees trust to provide this advice

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