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Global Financial Wellbeing Service

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:

  • A test that measures every employee’s financial fitness, irrespective of who they are and where they live. This provides a comparative across regions while detailing trends and key risk areas within each region
  • A global financial wellbeing hub that provides information and guidance that reinforces universal principles so that all employees get the support they need to ensure the basics are in place in every area of personal finance, irrespective of region, legislation, benefits and culture

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.