This service is only available to clients using our Bespoke Financial Wellbeing Service.
Legislation, regulation, financial benefits, practices and behaviours can vary widely across different regions. Arranging a global financial wellbeing service that is consistent in all markets but takes into account regional nuances and is delivered with relevant, expert support in each location can be expensive and time-consuming to set up and maintain.
As experts in UK workplace financial wellbeing, and with over 50 years’ delivering UK financial wellbeing services to many global organisations, we have designed our Global Wellbeing Service by sticking to what we do best. Two fundamental tenets of our financial wellbeing services are that they are designed from a financial advice perspective and that financial fitness is measured, initially to give a starting point and then periodically to track improvement over time.
With this in mind, our Global Financial Wellbeing Service includes:
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.