Financial Wellbeing

Money worries affect many people every day, with over three-quarters of UK employees stating that financial concerns are regularly affecting their performance at work (source: Forbes).

With greater importance on personal financial resilience in a changing World, introducing broader financial education as part of your business’s employee wellbeing strategy is no longer a luxury. The sooner your employees understand that financial wellness is more than just retirement planning and pensions, the greater their confidence in their own plans will be.

Benefit programmes provided by business owners and HR professionals often include the foundations of good financial wellbeing but ineffective communications disguise their true worth. Workplace pensions, ever-present but little understood, for example, can be transformed by the addition of regular, expert planning advice and investment guidance.

Helping your people to understand and follow good financial habits, while eliminating bad ones and protecting their family’s futures, can bring particularly welcome relief for employees; leaving them able to focus on performing their role to the best of their ability.

A highly personalised approach is key to our services but we believe that by further embracing technology, we can continue to deliver our clients’ messages as effectively as possible in changing times.

  • Virtual video Employee “surgeries”
  • Tailored Financial Education via our YouTube channel
  • Live Webinars, recorded for viewing at a time to suit your employees
  • Benefit Platforms and Information Hubs

Tell me something and I will forget, show me and I may remember – but involve me and I will understand.


Cartlidge Morland’s Employee WealthcareTM
is designed to:

• Communicate your benefits effectively
• Provide bespoke, qualified advice
• Educate your workforce
• Allow you to implement a measurable programme
• Produce better outcomes

Interact with the infographic below to explore our other wellbeing areas.

Nurture, protect and engage your employees

The recruitment and retention of the right staff are vital for every business. In today’s evolving employee benefit landscape, we deliver the flexibility, insight and simplicity you need. 

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