The final step in the Employee Financial Wellness 3 pillared approach is Communication. 

3. Communication

Being one of the newest members of the corporate wellbeing family, Employee Financial Wellness is designed to be fun, engaging, and interactive to ensure excellent engagement levels. Being financial experts, we are tasked with changing how financial education is delivered in that finances are often considered stuffy and uninspiring. 

Employee Financial Wellness is further complicated by the fact that we deliver a preventive health promotion programme in that it is designed to prevent financial unwellness. Employees are sometimes unaware they need financial planning assistance so ensuring they engage is paramount to the success of the programme. 

We have used a fun & fresh approach to our brand which grabs the attention of employees and looks anything but corporate and stuffy!

We engage employees through a number of communication methods. 


Communication theory has shown us that to build engagement we must have several points of contact with employees. Employee Financial Wellness uses a communication approach that ensures that employees are regularly reminded of the programme delivery methods and schedule of events, the central topics of the programme and the outcomes for those who engage in the programme. 

Furthermore, testimonials from employees are used so employees can see their colleagues speak about their experience with the programme to build trust, engagement, and improved financial wellness

Fun Brand

We use a cartoon-based brand to enhance our engagement percentages as we know that the most successful financial wellness programmes globally are attractive, eye-catching, entertaining, interesting and stimulating. 

This approach has proved to be very popular with employers and it is consistent with the positive, fun, happy message employers want to deliver as part of their wellbeing initiatives. 

Pointed Employee Communications. 

Employees will not read anything of length and as such initial communication must be pointed and succinct. We highlight the issues that are most likely to grab attention and ensure that all communications have a snappy call to action. 

Employees are much less likely to attend a “Tax” webinar and much more likely to engage with a “How to beat the Taxman.. legally!” webinar. 

Outcomes-Based Communication

Given that Employee Financial Wellness is a preventative health promotion activity in that we want to change behaviours now to prevent future financial difficulties, we must focus part of our communications strategy on the outcome’s employees get from engaging with the programme. 

Communicating positive results will increase the initial engagement and retention of employees through the tiers of the programme itself.


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