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Research

Exploring financial wellbeing in the workplace from both employer and employee perspectives.
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For more information about our financial wellbeing research call us on:

0800 028 0208

Alternatively arrange a callback

Calls may be recorded.

Speak to us

For more information about our financial wellbeing research call us on:

0800 028 0208

Alternatively arrange a callback

Calls may be recorded.

Speak to us about financial wellbeing research

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.

Our latest research

Expecting the unexpected

Expecting the unexpected

Have employee attitudes and behaviours around financial positioning changed since the pandemic?

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Changing trends of financial wellbeing

Changing trends of financial wellbeing

Nothing could have prepared businesses or individuals for the unprecedented changes that the coronavirus has had on our lives. Arrange a consultation today.

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Financial Wellbeing Index

Financial Wellbeing Index

Latest findings on financial wellbeing after analysing the financial health of 5000 employees and 1000 organisations. Get in touch for more information.

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The Lifetime Savings Challenge

Lifetime savings challenge

Research exploring employer and employee perceptions around pensions and lifetime savings. Get in touch for more information or to arrange a consultation.

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Financial wellbeing - the employee view

Financial wellbeing - the employee view

Close Brothers are proud to partner with the CIPD, exploring financial wellbeing in the workplace from all angles. Get in touch to arrange a consultation.

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Can we help?

To find out more about our financial education service, please get in touch.

Call us on
0800 028 0208

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9:00am - 5:00pm, Monday to Friday (excluding UK bank holidays)

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