An employer's guide to financial wellbeing

Helping your people make sense of their benefits and make better decisions for their future

Helping employees make sense of their benefits

Our financial wellbeing solution is designed to help employees better understand and engage with their workplace benefits, including pensions, protection, tax relief, and long-term planning. This is not insurance; it is a digital-first education and engagement platform that empowers employees while supporting HR teams in communicating benefits more clearly.

Sarah McGurrin
Head of employee benefits

Why financial wellbeing matters

Financial stress is one of the leading causes of poor mental health, absenteeism, and disengagement at work. In Ireland, 63% of employees report that money worries negatively impact their wellbeing, and 44% experience ongoing financial stress — even among higher earners.

By improving financial literacy, employers can:

Increase benefit uptake and perceived value
Reduce HR queries and confusion
Support employee wellbeing and retention

Michael Sherlock
Head of Wealth Management and Financial Planning

What can you expect?

Clarity

We simplify complex benefit topics like pensions, protection, and tax relief into easy-to-understand modules that employees can use.

Engagement

Interactive tools, quizzes and templates help employees apply what they learn and take action, which can help boost confidence and participation.

Support

HR teams get access to toolkits and resources that make benefit communication easier, clearer, and more consistent.

Flexibility

Whether you want a simple toolkit or a full learning platform, we’ll tailor the solution to your needs — no heavy tech investment required.

Get the guide