Employee financial wellbeing
Financial wellbeing is about having a sense of security and feeling in control of meeting day-to-day financial requirements, whilst having the freedom to enjoy life.
We recognise this has become a concern for the charity and not-for-profit sector. Our team can provide a range of support to help your charity negate these risks.
What we offer
We understand that financial education and wellbeing needs have become a concern for the charity and not-for-profit sector.Solutions that address these concerns have become a core component of modern employee benefits packages, in an effort to improve employee acquisition and retention.To help you with this, we have developed a range of cost-effective support.
- Workplace presentations – educational guidance aimed at developing your employees’ financial literacy. Our ‘Essentials’ presentations focus on overarching principles and are suitable for all employees, whilst ‘Additional insights’ sessions build on this and are tailored for the lifestage of the audience. Both highlight how your employees can improve their financial wellbeing in the short, medium and long-term.
- 1-to-1s – giving your employees the chance to talk through their finances with one of our experts.
- Financial Wellbeing Hub – this is a source of financial education, containing a range of resources. It is available to employees of our clients, at no additional charge. Requires registration.
- Webinars – we provide educational webinars to employees of our clients, focusing on a range of topics. These are provided at no additional charge.
- Financial planning – ongoing financial advice with one of our expert financial planners. This can be paid for by your business or directly by the individual.
You will be provided with a full breakdown of charges to agree prior to the commencement of any work. We are an NCVO Trusted Supplier and NCVO members receive a 10% discount on our initial fees.