Available soon to all new and existing workplace pension scheme members our financial wellbeing service provides access to ongoing financial education and guidance, helping employees improve their financial knowledge, confidence and wellbeing.
There’s no extra cost to them or their employer so it’s a great way to reinforce your provider recommendation and show the value of your advice.
And because our service aims to help employees understand if they could benefit from professional financial advice, it can create opportunities for you to offer additional member services to your client’s scheme members.
Free financial guidance
Supports employee wellbeing
Adds value to your clients benefits package
Helps drive opportunities and attract new business
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.1
Working together we can aim to close this gap.
We're introducing our financial wellbeing service to complement your services and point customers towards financial advice.
By providing a workplace pension scheme with free access to a financial wellbeing service, your clients can:
Employees get access to:
We’ll also help them understand if they could benefit from professional financial advice and if so, help them find a financial adviser.
Help your clients learn more about our financial wellbeing service and promote it to their employees.
It's an interactive online tool where employees can access free financial guidance.
When they first use it, employees complete a financial health check, which will build a holistic picture of their financial wellbeing through non-intrusive multiple-choice questions.
They’re then presented with a financial health check score and personal dashboard highlighting areas of strength and improvement. The dashboard also contains curated topics tailored to their financial circumstances, with bite sized tasks that employees then complete.
Each task begins with a conversational chat to ensure we give them the most relevant content.
They’re then presented with a suite of engaging and relevant content such as guides, infographics, videos and interactive tools to encourage learning and help them understand more about the topics that matter to them.
1. Royal London Financial resilience research, Feb 2022. Q: Which of the following sources have you used in the last 2 years for support or advice with financial matters? (Base: 1421).