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Financial wellbeing/education

Financial wellbeing/education

Posted: 27th April 2021

Viewing 8 posts - 1 through 8 (of 8 total)
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  • #11331

      Hi all!

      Financial wellbeing/education is something we are looking at working on. Does anyone already have an effective tool or system in place for financial wellbeing for employees? Does anyone know of any good organisations or providers of financial education that they would recommend?

      Thanks in advance!


        We use Health Assured EAP, and as part of their service they have an app called My Healthy Advantage. They also offer financial and legal advice as well as counselling, and the app covers the full remit of mental, physical and financial support. We also have a Nudge app which is for financial support.


          Hi Nerissa,

          I work for the Money and Pensions Service – we’re a Gov funded organization to provide guidance and resources for financial wellbeing. All our resources are free. I’ve been part of the national strategy workplace stream. Happy to have a chat about it – feel free to drop me an email

          Happy for other members to reach out if you’d like to join a call.

          Our website also has resources that you might be able to sign post colleagues to:






            Worth checking out Salary Finance and Bippit. We also work with Bank Workers charity – useful to get a sense of their tools even if you’re not in financial services. And finally as others have said, check out what you already have access to – your pension or insurance providers as well as EAPs will very likely  have a financial wellbeing offer and tools.

            Thanks, Sarah


              Hi Nerissa,


              I am currently looking at Hastee and My Eva, both great products.  We have Health Assured EAP and the Health Advantage APP, however both of these offer a different approach at very little or no cost to the company.  Happy to give you contact details and introduction if you would like.


              Thanks Heather

              Kate Williams

                We invited Bola Sol to talk to our employees. It was really well received. Here’s some info for you.

                Bola Sol is a mathematics and finance graduate who found passion in women coming together to discuss money matters. She created the platform Refined Currency in 2015 which provides information on debt, budgeting, saving and making money. And its sister company Rich Girl Chronicles, a money accountability group for women looking to be empowered by their finances.

                She has weekly chats on social media about money, hosts ‘The Last Three Digits’ podcast (which has been championed by Spotify) and has been featured on Sky News, Glamour, Huffington Post, Stylist Magazine and Refinery 29 for her work empowering women in the personal finance space.

                She was also featured on the Forbes 2020 list of Black, British business leaders to follow and her first book ‘How To Save’, a guide on how to manage your money, is being published by #Merky Books (an imprint at Penguin, founded by British rapper Stormzy).


                  Thank you so much to all who have replied!


                    Hi Nerissa

                    I am working with a Gallagher  who have a huge focus on employee financial wellbeing. They have created a really easy to use and engaging financial wellbeing tool and communications. I can put you in contact with Francis Goss who is leading on financial wellbeing – let me know?


                    many thanks




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