Building Everyday Financial Confidence
We support you with the tools, knowledge, and advice you need to make informed decisions and feel secure about your financial future.
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Step 2
Money Management
Give your team the tools they need to take control of their finances, build confidence, and make smarter decisions every day.
Using secure Open Banking technology, it provides personalised spend analysis, clear breakdowns of where money is going, and clever suggestions to cut bills and manage subscriptions more effectively.
Employees get a full view of their financial habits, simple tools to set and stick to budgets, and practical ways to save, all in one friendly, easy-to-use platform.
Step 1
Learning Library
Your team’s ultimate financial wellbeing buddy. Built to boost confidence, reduce money stress, and empower people to take control of their finances.
With personalised financial education and smart tools tailored to individual needs, it’s a simple, accessible way to help your workforce feel more secure and supported.
Employees benefit from curated resources, guided learning, and practical tools they can use immediately, all backed by expert advice and straight-talking guidance
Step 3
Retirement Advice
We’re empowering your employees to make smart, confident decisions about life after work.
We provide tailored support to help employees understand their pension options, optimise their retirement income, and structure their finances in a tax-efficient way.
Whether they’re preparing to retire soon or just beginning to explore their options, your team will benefit from expert-led consultations and ongoing planning support.
Step 4
Protection and Insurance
Ensuring your employees have the safety net they need when life throws the unexpected their way.
With expert, FCA-regulated advice and a range of tailored cover options - from life insurance to income protection and critical illness - employees can feel confident their loved ones are financially secure.
The service is simple to access, jargon-free, and designed to match individual needs and budgets.
Step 5
Estate Planning
Estate Planning helps your employees protect what matters most by ensuring their wishes are legally documented and their loved ones are financially secure.
With a free basic will, discounted options for family members, and expert support throughout the process, it’s a simple, stress-free way to gain peace of mind.
Employees receive clear, jargon-free guidance tailored to their individual circumstances, helping them plan confidently for the future
Step 6
Mortgage Advice
Our Mortgage Advice service makes navigating the home-buying journey simpler, more affordable, and far less stressful for your employees.
With access to over 12,000 mortgage products from more than 90 lenders and a 50% discount on advice fees, your team gets expert, personalised support whether they're first-time buyers, remortgaging, or investing in property.
We guide them every step of the way with jargon-free advice, tailored recommendations, and ongoing reviews to ensure they always have the best deal.
Step 7
Savings and Investment
Our Savings & Investments service makes growing your money simple, accessible, and stress-free. With a straightforward, jargon-free experience, we take the complexity out of investing.
From building a rainy-day fund to saving for a child’s future, the range of products available helps employees take control of their financial future with confidence and clarity.
