News and insights

How to manage friendships at work

• 21 Jul
• Financial wellbeing
• 3 minute read

Most of us would agree that, generally speaking, promoting friendship is a very good idea. But what about friendship in the specific context of the workplace?

What is responsible investment and why does it matter to your workplace?

• 15 Jul
• Financial education
• 3 minute read

A survey of over 2,000 investors, conducted by Close Brothers Asset Management, offers further insight into investors’ thought processes around responsible investment.

Embedding end-to-end financial education

• 14 Jun
• Case studies
• 3 minute read

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

Launching financial wellbeing through a pandemic

• 14 Jun
• Case studies
• 3 minute read

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

Pharmaceuticals: Pensions engagement

• 14 Jun
• Case studies
• 3 minute read

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

Five ways to help your employees boost their numeracy

• 18 May
• Financial education
• 4 minute read

According to charity National Numeracy, 49% of working-age adults have the same numeracy level that we expect of primary school children.

What is a succession plan – and why do you need one?

• 19 Jan
• Financial education
• 4 minute read

As a business owner, the chances are you’re so caught up with the daily demands of running a company that you haven’t had the time and space to think about succession planning.

Helping employees set financial goals for the new year

• 04 Jan
• Financial wellbeing
• 6 minute read

The New Year is a time to reflect on our financial situation while setting financial goals for the year to come. Here are some tips to help your employees.

Financial Education Provider of the Year award 2020

• 22 Oct
• For employers
• 1 minute read

We are delighted to have won the Financial Education Provider of the Year award at the Workplace Savings and Benefits 2020 Awards.

Return to work strategies: The significance of financial wellbeing for employees with money worries

• 12 Oct
• Financial wellbeing
• 5 minute read

During these challenging times, it's vital that you continue to support your employees and make financial wellbeing a priority when looking ahead at your post COVID-19 return to work strategies.

Looking after your employees post-lockdown: mental health and work

• 28 Aug
• Financial wellbeing
• 4 minute read

Conducting a regular wellbeing check-in with staff is just one way to ensure you’re looking after your employees post-lockdown and making people feel supported as they get used to adjusting their routines again

The gender pay gap - how employers can help

• 07 Aug
• Financial wellbeing
• 5 minute read

The OECD has suggested that releasing the untapped potential of women could increase the global economy by 10% by 2030. In the UK alone, Britain sacrifices about £123bn a year because of lost productivity associated with unequal compensation.

Managing employees’ financial stress: How to support your team during the COVID-19 crisis

• 01 Jul
• Financial wellbeing
• 4 minute read

The financial pressure of the COVID-19 crisis can harm employees’ mental health and, consequently, their engagement. How can employers support their employees’ financial wellbeing during hard times?

Managing Remote Employees: How to Support and Engage Your Team

• 28 May
• Financial wellbeing
• 5 minute read

Before coronavirus hit our nation, it was reported that 1.7 million people said they worked mainly from home. In this article we look at tips for managing remote teams and how to encourage remote employee mental health and financial wellbeing.

Why financial education for employees is a must-have benefit in 2020

• 22 May
• Financial education
• 6 minute read

Financial education for employees is no longer simply a perk. It’s becoming a necessity, and a benefit that could sway the mind of a high-performer, making all the difference between choosing a position with your company or with a competitor.

Giving financial wellbeing the focus it deserves

• 20 May
• Financial wellbeing
• 5 minute read

Mental health awareness week couldn’t have come at a more significant time as the day to day realities of living in lockdown begin to take their toll. It is imperative that we continue to find ways to protect our own mental health as well as support our employees.

Coronavirus and money worries webinar

• 04 May
• Financial wellbeing
• 15 minute watch

A short recorded webinar from Ronak Paw, Financial Planner, on how to cope with money worries during the pandemic.

Using the COVID-19 lockdown to improve financial wellbeing

• 04 May
• Financial wellbeing
• 19 minute watch

A short webinar on using the time in lockdown to spring clean your finances and improve your financial wellbeing.

Coronavirus: impact on pensions and retirement

• 29 Apr
• Financial wellbeing
• 4.5 minute watch

If you are approaching retirement, Daniel Swift, Financial Planner, explains how you can respond to the recent market falls.

Coronavirus: How to cope with money worries

• 28 Apr
• Financial wellbeing
• 6 minute watch

Andrew Walters, Financial Planner, explains some budgeting techniques that can help you make the most of your money.

Managing debt

• 27 Apr
• Financial wellbeing
• 4 minute watch

Most people will have some debt at some point in their life. Watch our short video on common types of debt and how to manage it.

What is financial wellbeing?

• 27 Apr
• Financial wellbeing
• 2 minute watch

Our 2019 research aimed to quantify employee financial wellbeing and the results were surprising. Watch the summary video.

Budgeting

• 27 Apr
• Financial wellbeing
• 2 minute watch

If you want to get somewhere, it's good to know your starting point. It's not different with your money. Watch our short video on budgeting now.

What do our financial education team do?

• 27 Apr
• Financial education
• 2 minute watch

See a selection of the online resources we have on offer for employers in this short video.

Protecting your financial wellbeing

• 23 Apr
• Financial wellbeing
• 2 minute watch

Many people worry about their finances at one point or another - here are some useful tips to help you manage your money during difficult times.

Money Talks - online learning

• 23 Apr
• Financial education
• 1.5 minute watch

Providing employees with comprehensive financial education at the touch of a button.

The importance of financial protection

• 07 Apr
• Financial education
• 2 minute watch

Learn more about the benefits of financial protection - You might feel confident that you're able to provide for your needs and those of your loved ones, but life can deliver sudden setbacks.

4 financial factors affecting health and wellbeing

• 01 Apr
• Financial wellbeing
• 4 minute read

If you’re striving to be more proactive with financial wellbeing in the workplace, you’ll want to know what financial factors are impacting the health and wellbeing of your employees.

How to protect employee health and wellbeing during coronavirus outbreak

• 31 Mar
• Financial wellbeing
• 5 minute read

These are unprecedented times for your employees. Employers need to know how to protect employee health and wellbeing during this pandemic.

Financial wellbeing at work: The top 5 benefits

• 04 Mar
• Financial wellbeing
• 4 minute read

How does your business benefit from improved financial wellbeing at work? Let’s explore how employee lives and outlooks improve with organisational education and assistance.

15 employee engagement strategies employers need to know

• 28 Feb
• Financial wellbeing
• 6 minute read

If you’re looking for effective ways to boost levels of employee engagement, we have 15 employee engagement strategies you need to consider implementing today.

The importance of financial protection for employees

• 20 Feb
• Financial education
• 5 minute read

We explore the importance of financial protection, why you should discuss it with your employees and what forms of financial protection you should highlight.

8 ways of measuring employee financial wellbeing

• 23 Jan
• Financial wellbeing
• 5 minute read

Here are 8 ways of measuring employee financial wellbeing to ensure your financial wellbeing initiatives are truly working and benefiting your workforce.

Practical ways to improve financial wellbeing for employees

• 23 Dec
• Financial wellbeing
• 6 minute read

Because employee wellbeing is more than just physical, we have collected our top tips on how you can improve financial wellbeing for your employees.

Six ways to tackle employees’ financial stress this Christmas

• 05 Dec
• Financial wellbeing
• 5 minute read

When more than three quarters of the 94% of employees who admit to worrying about money say that financial worry impacts them at work, we can’t expect a Christmas miracle of productivity.

How to encourage employees to talk about financial wellbeing at work

• 21 Nov
• Financial wellbeing
• 4 minute read

How can you encourage employees to open up and discuss financial wellbeing at work? Here we explore how to improve communication in this area.

Constant money worries impact millennials’ job performance

• 24 Sep
• Financial wellbeing
• 2 minute read

House buying still a pipe dream for many employees

• 30 May
• Financial wellbeing
• minute read

Homeownership remains an aspiration for 65% of non-homeowners.

Employees fear for their financial wellbeing in retirement

• 21 May
• Financial education
• 4 minute read

Are you out of touch with your employees’ financial wellbeing?

• 25 Apr
• Financial wellbeing
• 6 minute read

Employers underestimating the impact of poor employee financial wellbeing

• 23 Apr
• Financial wellbeing
• 5 minute read

Women twice as likely as men to worry about meeting day-to-day living costs

• 18 Apr
• Financial wellbeing
• 7 minute read

25 million UK employees affected by money worries while at work

• 15 Mar
• Financial wellbeing
• 6 minute read

Step 7 - Retirement

• 23 Jan
• Financial education
• 4 minute read

Step 6 – Tax

• 08 Jan
• Financial education
• 4 minute read

Step 5 – Savings and investments

• 26 Nov
• Financial education
• 4 minute read

Managing annual and lifetime pension allowances

• 25 Nov
• Financial education
• 2 minute watch

Annual allowance: big tax bills aren't the only issue that needs fixing

• 25 Nov
• Financial education
• 2 minute read

Step 3 – Protection

• 20 Sep
• Financial education
• 4 minute read

Step 4 - Property

• 20 Sep
• Financial education
• 4 minute read

Step 2 – Managing debt

• 15 Aug
• Financial education
• 2 minute read

A taste of financial education

• 01 Jul
• Financial education
• 1.5 minute watch

Senior executive retirement programme

• 01 Jul
• Financial education
• 2 minute watch

Step 1 – Planning and budgeting

• 14 Jun
• Financial education
• 4 minute read

Seven steps to financial wellness

• 10 May
• Financial education
• 3 minute read

The lifetime savings challenge

• 23 Apr
• Financial education
• 1 minute read

Employers – your role as a financial educator

• 16 Apr
• Financial education
• 4 minute read

One in four employers plan to launch financial education initiatives in next three years

• 02 Feb
• Financial education
• 5 minute read

Are you ready to step up to the Lifetime Savings Challenge?

• 08 Dec
• Financial education
• 5 minute read

Interactive financial education

• 01 Dec
• Financial education
• 1 minute watch

Employee health at risk from poor financial wellbeing

• 21 Nov
• Financial education
• 4 minute read

Who saves the most? 18 to 34 year olds? 35 to 54 year olds? The over-55s?

• 14 Nov
• Financial education
• 5 minute read

Gender savings gap leaves half of female workers feeling financially unprepared for retirement

• 13 Nov
• Financial education
• 4 minute read

As savings crisis looms, employers failing to tackle employee knowledge

• 13 Nov
• Financial education
• 4 minute read

Ten ways to improve your financial wellbeing programme

• 18 Oct
• Financial education
• 5 minute read

The Lifetime Savings Challenge video

• 01 Oct
• Financial education
• 3.5 minute watch