Investment and Savings
Build healthy saving habits across your business – help employees grow their money with confidence, ease, and expert support.
What is our Investment and Savings benefit?
Our Investment and Savings benefit is a fully digital platform that empowers employees to start saving and investing, even if it’s their first time.
Whether they’re building long-term wealth or preparing for unexpected costs, this benefit helps employees take control of their finances with confidence. They can open and manage a stocks & shares ISA, explore a wide range of investment options, and track performance in real time – all in just a few clicks.
It’s simple, flexible, and built to support financial wellbeing across your business, helping reduce money-related stress, increase engagement, and foster a healthier, more productive workforce.
Key features
Wide choice of investments
Employees can explore over 1,000 funds from over 90 trusted investment providers with options to match different goals and risk levels.
Ready-made or DIY portfolios
They can keep it simple with a professionally managed, risk-matched portfolio or choose to build their own, all with clear, impartial guidance.
Real-time tracking & alerts
Ongoing monitoring and performance alerts help employees stay informed and in control of their investments.
Low barrier to entry
It’s accessible to everyone – employees can start from just £50 a month or a one-off £100 contribution.
How does it work?
Getting started is simple. Employees receive a secure link which allows them to register in minutes and can begin investing right away. They choose how much to invest, explore available funds, and either build a portfolio themselves or select one that matches their risk level.
There’s no payroll integration required – contributions are made directly via the platform, meaning no admin for your internal teams. And because each ISA is portable, employees can take it with them if they change jobs.
You’re also supported every step of the way. Our Client Success Managers work closely with you to make the rollout smooth and successful. From employee inductions and engagement support to training on your admin dashboard, we’re here to ensure your team gets real value from this benefit.
Download Factsheet
Interested in this benefit?
If you are interested in our Investment and Savings benefit or any of our other solutions, please contact our team. We will be more than happy to speak with you.
FAQs
We want you to have the simplest, easiest experience possible when choosing the right employee benefits. But we know you might have a few questions. Read on for more information here. If you still have questions, talk to us.
No, it’s free for employers to add and promote.
Employees benefit from a discounted platform charge of 0.40% pa instead of 0.79% pa.
Yes. It works for companies of all sizes and sectors.
Yes. It’s authorised and operates under strict regulatory oversight.
Not at all. You’ll receive a secure link to share with employees, and we provide ready-to-use communications and onboarding support.
No. Employees contribute directly, so there’s no payroll or admin burden.
Yes. This sits outside auto-enrolment and works as a flexible, complementary benefit.