Supporting workplace pension scheme members

There’s a growing responsibility for everyone to save for later life. And although retirement choices can often feel complex, many workplace pension customers don’t have access to financial guidance or advice.

Working together we can aim to close this gap.

We've introduced our financial wellbeing service to complement your services and point customers towards financial advice.

Financial wellbeing service at a glance

Free service

Free financial guidance available through our mobile app.


A personalised experience that shows relevant guides and content.

Builds confidence

Supports employees with financial knowledge and confidence.

Provides value

Adds value to your client's benefits package.

Attracts clients

Helps drive opportunities and attract new business.

What you need to know

  • First, employees will complete a financial health check to build a picture of their financial wellbeing
  • They'll get a financial health check score and personal dashboard that flags areas of strength and improvement
  • The dashboard also contains content that can help with improving financial health, with such topics as savings, debt and pensions
  • Employees can improve their own financial understanding with a suite of relevant guides, infographics, videos and interactive tools.

Benefits of the financial wellbeing service

Show your client the benefits of the service


Watch our video to find out more about the benefits of our financial wellbeing service and how it can help employees take informed and confident decisions with their money.

Also, your clients can introduce the service to their employees with our pre-approved email copy (.docx), which is ready to send out.

You can also download our customer leaflet, which explains the benefits of our service in a clear way.

Download the customer leaflet (PDF)

Hi, I’m Sarah Pennells. My job here at Royal London is to look at financial issues that our customers face every day and to think about what we can do to help…

Whether that’s writing a guide on how to save money on energy bills or talking about making the most of your workplace pension in one of our webinars.

Over the last few months, I’ve been part of the team working on our new financial wellbeing service. Taking control of your finances can seem daunting, especially if you don’t know where to start. But our new service is designed to help you become more money confident.

We’ve got tailored support and guidance, that is specific to your personal circumstances and needs.

A key part of the service is our financial health check. You simply answer a series of questions about how you currently manage your money, your future plans and how you feel about things like your spending and your retirement plans.

It’s definitely not a test! But based on the answers you give us, you’ll get a tailored dashboard that shows you where can get more from your finances.

We’ve put together easy to read articles, covering a range of topics - from how to save money on your bills, and why a budget can be useful, to things to think about if you have multiple pension pots and how to start thinking about your life in retirement.

I’ve also recorded some short videos on subjects, such as how to track down lost pensions and how the state pension works. All aimed at helping you build up your financial know-how, so you can get a bit more from your money.

Whether you’re interested in learning how to save more, finding out more about your pension and saving for the future, or getting some guidance on debt, our new financial wellbeing service can help you take control of your finances.

Workplace pensions support