What is financial wellbeing?

Financial wellbeing is feeling as though you have enough money to meet your needs.

It’s a sense of security.

Increasing your consciousness around financial choices on a daily basis can help you to achieve financial freedom – a freedom that allows you to live life to the full today and achieve more in your working life by alleviating the stress and worries of financial pressures.

Why financial wellbeing matters

of employees would value employer-facilitated support to help their financial wellbeing

89% of employers agreed that financial concerns have an impact on employees’ performance

of employers agreed that financial concerns have an impact on employees’ performance

79% of companies believe financial education improved business performance

of companies believe financial education improved business performance

25% of workers say they have lost sleep over money worries

of workers say they have lost sleep over money worries

97% of individuals view financial education as a valuable part of the employer benefit package

of individuals view financial education as a valuable part of the employer benefit package

I'm an Employer

Our education programme ensures financial wellbeing is embedded into the company culture.

 

We create a shift in the employee money mindset.

 

Our programme normalises the conversation around money- how we spend it, how we save it, how we grow it and how we manage it.

 

Our programme is designed to be part of your long-term wellbeing strategy and employee value proposition.

What are the benefits?

  • Improve employee engagement;
  • Enable your staff to fully understand and utilise your benefits package;
  • Increase employee productivity;
  • Retain future leaders;
  • Remove the risk and cost of a disengaged workforce.

I'm an Employee

We have been in the business of helping people to effectively manage their finances for over 30 years.

 

Our face-to-face financial counselling is with a qualified financial advisor.

 

All personal advice is provided by Morrinson Wealth Management LLP, Senior Partner Pracice of St. James’s Place Wealth Management. St. James’s Place guarantees the suitability of the advice given by Morrinson Wealth Management LLP.

 

What are the benefits?

  • Build a foundation for a secure future;
  • Prepare for significant life events (buying a house, marriage, school fees, elderly care);
  • Achieve your specific financial objectives;
  • Review your financial affairs regularly;
  • Understand and navigate increasingly complex legislation;
  • Be prepare for the financial impact arising from any unforeseen life events.