Case studies

We’re confident you’ll love our financial wellbeing services, but don’t just take our word for it.

Take a look at how we’ve helped some of our biggest clients shape their employee experiences, and see how we can help your employees feel more confident and secure of their finances.
Speak to us

For more information about our financial education services call us on:

0800 028 0208

Alternatively arrange a callback

Calls may be recorded

Speak to us

For more information about our financial education services call us on:

0800 028 0208

Alternatively arrange a callback

Calls may be recorded

Speak to us about financial education services

Energy: building on a long-term relationship

Enhancing a financial wellbeing programme to reflect new benefits and meet the evolving needs of a complex employee demographic.

Pharmaceuticals: Pensions engagement

How a key pharmaceutical company helped its UK employees make the right pension choices.

Launching financial wellbeing through a pandemic

How a FTSE100 company launched its financial wellbeing programme during a pandemic.

Embedding end-to-end financial education

Supporting a client to drive financial wellbeing and implement a ‘hire to retire’ financial education programme.

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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.