The Lifetime Savings Challenge

Financial concerns can affect employee mental and physical health, and organisations have a vested interest in educating their people to better plan for the future.

Download the whitepaper below.

We are pleased to announce the launch our Lifetime Savings Challenge research, exploring employer and employee perceptions around pensions and lifetime savings including:

  • Are we saving enough?
  • What are the barriers to saving?
  • Who is responsible; the employer or employee?
  • Impact on productivity and wellbeing
  • How can we encourage better savings habits?

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

Can we help?

The UK savings landscape has changed. These days, it's not only about encouraging people to save, it's also about helping them to understand how and where to save.

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

0800 028 0208



Lifetime Savings Research video

  • 01 Oct
  • Financial education
  • 3.5 minute watch

With so many savings choices available, it's understandable that people find saving difficult. To illustrate the issue, we invited ten employees to take part in a simple challenge...

Watch the video


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.