How We Deliver Your Programme
Your employee financial wellness programme journey
Understand
Our starting point is to understand your employees’ current level of financial literacy. Using our attitudes and trends survey we get real insights into their financial stress, needs and wants.
Successful financial health promotion
is built upon evidence and our survey results give us a firm starting point and allows us to measure progress throughout your programme and make adjustments where necessary
Educate
Using WHO (World Health Organization) approved health promotion methods we deliver a tailor-made financial education programme that recognises the needs and wants of your employees. This will cater for:
Life stage financial education
- Early Career
- Mid-career programmes
- Pre-Retirement
- Support at retirement
Executive driven financial education
- Executive programmes
- Redundancy programmes
- Defined benefit closures
- New starters
- Share scheme- events – enrolment/ maturity
Communicate
The key to successful financial wellness intervention is consistent communications on relevant channels using a slow steady approach over the longer term
We also focus on using outcome-based communications, delivered in a fun, interactive way
Guidance & Signposting
A key step in your financial wellness journey
Guidance
During the programme, your employee will recognise areas where they require individual financial guidance which helps them clarify elements of their current financial situation and make decisions about the future.
Employees will be signposted through guidance clinics to the most appropriate course of action.
Signposting
Improving financial wellness and taking action are intrinsically linked so signposting is a fundamental step in addressing the various financial wellness needs of every workforce.
Each employee will be at a different stage of their financial journey and their career. They will all need to take different action at each stage.
Signposting
Employees, depending on their career stage, need different support and guidance
Early Career
Mid Career
Late Career
This is why a slow and steady approach over the long term is the key to improving financial literacy of a workforce.