The missing piece of wellbeing strategies

The findings are clear, with 25% of employees stating that financial concerns affect the ability to do their job and 19% reporting lost sleep due to worrying about money, there is clearly need for more guidance.

Providing staff with support so they are more in control of their finances aids overall wellbeing, helping reduce stress levels and creating a happier and more productive workforce.

By clicking 'Download the report' and requesting the research below, you agree to Close Brothers Asset Management contacting you by phone or email with information regarding our education and financial planning services.

We will not pass your information on to any third party company for marketing purposes and it will be used as set out in our Privacy policy. If you change your mind, you can unsubscribe by emailing cbammarketing@closebrothers.com.

Access the research

Can we help?

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

0800 028 0208

Financial wellbeing - research insights

  • 01 Oct
  • Financial education
  • 16 minute watch

Jeanette Makings, Head of Financial Education at Close Brothers, and Dr Lynda Shaw, a business psychologist, explore the link between financial concerns and wellbeing in the workplace.

Watch the video

Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.