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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Money Management
Give your team the tools they need to take control of their finances, build confidence, and make smarter decisions every day.
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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.
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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.
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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.
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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.
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We provide tailored support to help employees understand their pension options, optimise their retirement income, and structure their finances in a tax-efficient way.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
