Financial Wellbeing Platform
Helping your employees overcome financial challenges for a productive workplace.
What is a Financial Wellbeing Platform?
When employees are in control of their money, they’re in control of their lives. Financial wellbeing is about feeling confident, prepared, and secure, no matter what their financial goals may be – whether it’s buying a home, saving for retirement, or managing everyday expenses.
Our Financial Wellbeing platform provides employees with the tools, skills, and support they need to build confidence, reduce stress, and plan for a brighter future.
By investing in financial wellbeing, you’re not only improving employee morale but also enhancing productivity, focus, and overall happiness across your workplace.
Key features
Financial health checkup
Employees start with a quick, personalised questionnaire to identify their financial strengths and areas for improvement, receiving tailored recommendations and education plans.
Financial education
Bite-sized, jargon-free learning journeys and customised stories help employees develop skills, overcome challenges, and achieve their financial goals.
Money management tools
Easy-to-use budgeting tools and savings trackers simplify financial planning and empower employees to stay on track.
Personalised nudges
Timely, personalised reminders sent via SMS, email, or WhatsApp keep employees focused on their goals and help them stay on top of financial tasks.
How does it work?
- Welcome Email: Employees receive an introduction with all the necessary details to get started.
- Create an Account: Using the provided link, employees set up their personalised online account to begin their financial wellbeing journey.
- Explore and Take Control: Employees gain access to interactive tools, tailored financial education, and personalised reminders to help them make informed decisions and take charge of their finances.
- Ongoing Engagement: Budgeting planners, savings trackers, and goal-setting tools ensure employees stay on track.
Additional support
Our trusted partner provides expert one-on-one support in a secure environment, including:
- Customised solutions like Debt Management Plans (DMPs), Individual Voluntary Arrangements (IVAs), and more.
- Personalised guidance from qualified professionals.
- A private space to address financial concerns and regain control.
Download Factsheet
Interested in this benefit?
Our team would be delighted to answer any queries you have about our financial wellbeing benefit or any of our employee benefit solutions.
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.
A comprehensive solution
Prevent and support financial hardship
Maintain productivity
Reduce stress and staff absence
Educate, advise and support
Give your team the chance to make informed decisions
We begin by conducting a consultation to ensure that we fully understand your requirements. From here our Employee Benefits Consultants build a package of benefits that suits you. Once you have registered for the scheme, your team will be given personal logins to our Smart Hive digital platform. Here, they will be able to access their Financial Wellbeing account by clicking on the relevant tile on their Smart Hive dashboard, meaning they can gain instant access to the information they need, whenever and wherever they are.
Throughout the duration of your scheme, our Client Success Managers are always on hand to help and support in whatever way is needed. You can have the assurance you need that you can provide a seamless, tailored employee benefits solution that helps you retain, reward and engage your staff.
The most common reasons for employers having a financial wellbeing policy is to improve the overall mental and physical wellbeing of employees closely followed by improving the financial resilience of staff with money and reduce employee stress. Good health and wellbeing can be a core enabler of employee engagement and organisational performance.