Financial wellbeing in the workplace from both employer and employee perspectives

Providing valuable insights into financial wellbeing in the workplace is vital from both the employer and employee point of view. Close Brothers regularly conducts financial wellbeing research to gain up-to-date knowledge and raise awareness of key areas from both perspectives, looking to assess the financial wellbeing of the workplace in the UK, what could be hindering improvement, and pinpoint gaps between employers and employee’s perceptions.

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To find out more about our financial education service, please call:

0800 028 0208

Latest research

Financial Wellbeing Index

Latest findings on financial wellbeing after analysing the financial health of 5000 employees and 1000 organisations.

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Lifetime savings challenge

Research exploring employer and employee perceptions around pensions and lifetime savings.

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Financial wellbeing - the employee view

Close Brothers are proud to partner with the CIPD, exploring financial wellbeing in the workplace from all angles.

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To find out more about our financial education services, please call us on:

0800 028 0208


Or alternatively use our online contact form and one of our team will be in touch. 

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