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Support for you

Building financial wellbeing in your workforce. Access research, guides, and resources to help employees feel more confident and in control of their money.

We’re committed to supporting you with financial wellbeing research and resources you can use to help your employees feel more in control of their money. Through financial education, they could have the freedom to make choices that allow them to enjoy life both now and in the future.

Resources and research for employers

Discover how to take a successful approach to financial wellbeing with our practical and research-led guides and resources.

Summary of our Financial Wellbeing Index

An essential summary of the insight found in our Financial Wellbeing Index research, condensed into a manageable report to support you. Our findings provide new insight into the motivations that affect long-term savings and financial goals. Financial wellbeing is about more than just people’s financial position, it’s also about their money mindset.

Read our summary

The business case for financial wellbeing is clear – this report includes statistics and results that can provide evidenced support for your financial wellbeing programme. 

The Chartered Institute of Personnel and Development (CIPD) also has insight on employee financial wellbeing.

 

Second 50

We’re exploring life after 50, or what we’re calling the ‘Second 50’.

Life after 50 isn’t what it used to be - the traditional three-stage life of education-work-retirement is fast moving to a ‘multi-stage’ life. Our research highlights that, generation by generation, on average we’re living longer, and how this is changing our relationship with work and retirement.  

Our summary covers key insights from this research, and how you can support your employees navigate a multi-stage life.

Read our summary

Responsible investing

We aim to allow you to future-proof the pension you offer your employees – being mindful of sustainability and the fragile world we live in. While people are increasingly conscious about their impact on the planet, many don’t realise that they can invest long-term savings responsibly. 

Our research has found that when people invest sustainably, they’re more likely to feel positive about saving, contributing to their overall financial wellbeing.*

To support you in responsible investing, we’ve created online information specifically on responsible investing for employers.

Visit our Responsible investing page

*Financial wellbeing index, 2022 

Supporting your employees

We've got lots of online tools and resources you can share with you employees.

Communication activity for financial wellbeing

Visit our Communication activity for financial wellbeing web page for ideas on how you can help your employees with their financial wellbeing.