Our financial wellbeing service

Improve your employee benefits package and help them take greater control of their financial future, with our financial wellbeing service.

Available soon to all our workplace pension scheme members, our financial wellbeing service gives your employees access to ongoing financial education and guidance, to help improve their financial knowledge, confidence and wellbeing.

And the best part? There’s no extra cost to you or your employees, so it’s a great way to show you care about their financial wellbeing whilst reinforcing the value they can get from their pension scheme.

Financial wellbeing service at a glance

Free financial guidance

Personalised experience

Supports employee wellbeing

Adds value to your employees benefits package

Can help build business resilience

What are the benefits for you and your employees?

There’s a growing responsibility for everyone to save for later life. And although retirement choices can often feel complex, many workplace pension customers don’t have access to financial guidance or advice.1

Our focus is on helping our workplace pension customers – your employees - achieve a good standard of living by helping them take control of their financial future.

1 Royal London Financial resilience research, Feb 2022. Q: Which of the following sources have you used in the last 2 years for support or advice with financial matters? (Base: 1421).

By providing a workplace pension scheme with free access to a financial wellbeing service, you can:

  • Support your employees’ wellbeing.
  • Add value to your overall benefits package, increasing engagement and sign up to your workplace pension scheme.
  • Understand, through user insights, where your employees need additional financial support. 
  • Drive real business objectives such as increased productivity, reduced stress or anxiety related absence, and increased staff retention.
  • Build your business resilience.

Your employees get access to:

  • Free financial guidance and education to help manage debt, budgeting, long-term saving and retirement planning.
  • A personalised experience - they’ll only see content that’s relevant to them. 
  • Interactive tools to help them model different scenarios and understand their options, and the opportunities ahead of them.  
  • Guidance that’s easily accessible at any time.


We’ll also help them understand if they could benefit from professional advice and if they don’t have one, help them find a financial adviser.

Tell your employees about our financial wellbeing service

You can raise awareness of this service, and help your employees understand the benefits, with our suite of employee engagement materials:

It’s an interactive online tool where employees can access free financial guidance.

When they first access it, employees complete a financial health check, which consists of multiple-choice questions.

They’re then presented with a financial health check score and personal dashboard highlighting areas of strength and improvement. The dashboard also contains curated topics tailored to their financial circumstances, with bite sized tasks that employees then complete.                                                   

Each task begins with a conversational chat to allow us to ensure we give them the most relevant content. 

They’re then presented with a suite of engaging and relevant content such as guides, infographics, videos and interactive tools to encourage learning and help them understand more about the topics that matter to them.

It’s available to all our workplace pension customers, including those who have left employment but still have their workplace pension plan in place.

Your employees must be registered for our online service to use the financial wellbeing service.

If they’re registered, they’ll receive an email from us with a link to access the service. Once they’ve started using the service they can continue to access it via this link, and in future through online service.