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Free Download: Building a business case for investment in financial wellbeing

Now more than ever employees need support in improving their overall financial situation and employers are well placed to deliver that support. This document is designed to help HR professionals who want to provide financial wellbeing to staff.

In Part 1, we’ll outline the pressing reasons why now is the right time for employers to step up, as well as helpful facts and figures to back up your proposal.

In Part 2, we’ll give you a 5-step guide to building a business case for investment, with a practical plan you can adapt to your own organisation.

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Our Financial Wellbeing Services

Recent studies show that almost 15% of households in the UK are struggling to make ends meet. Financial wellbeing is moving further up the agenda as research shows strong links between money problems, wellbeing and happiness. This means offering your employees access to fair finance, offers, and financial support is more important now than ever before. We provide employers with the means to offer their people life-changing services like:

  • Discounts and savings – available from a wide range of major retailers
  • Healthcare cash plans
  • Interest-free loans for new technology – employees can save money on important gadgets such as laptops and phones
  • Fair-deal insurance – support employees by giving them access to the best deals to help them in a crisis, such as in the case of an unexpected illness or loss of a family member
  • Debt advice – help employees reduce the stress and worry around debts with straightforward advice on how to navigate a route forward

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The Power of Happiness

Our business is built on one simple fact: happy people are more productive at work.

We believe providing a great employee experience is the key to unlocking happiness. When people feel like they make a difference, they do.

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