Evelyn Partners Evelyn Partners
About us Locations People Insights and Events Careers Group Contact us Client login
You & your family
Financial planning
  • Pensions and retirement
  • Tax planning
  • Inheritance tax and estate planning
  • Financial protection
View More
Investment management
  • Investment advice
  • How we manage money at Evelyn Partners
  • Our approach to ESG
View More
Personal tax
  • Personal tax compliance
  • Residence and domicile planning
  • Trustee and executorship services
View More
Online investments
  • Bestinvest
View More
View all You & your family
Entrepreneurs
View all Entrepreneurs
Businesses
Advisory consulting
  • Business turnaround and cash management solutions
  • Transformation and optimisation
  • Professional practices advisory consulting
View More
Assurance and accounting
  • Accounting advisory
  • Assurance services
  • Risk advisory
  • Business outsourcing services
View More
Business tax
  • Corporate tax
  • Employer solutions
  • Tax risk and governance
  • Technology transformation services
View More
Corporate finance and transactions
  • Growth capital
  • Mergers and acquisitions
  • Business and Asset valuation services
View More
Forensic services
  • Valuations in commercial disputes
  • Monitoring trustee services
  • Fraud and financial crime
View More
Fund solutions
  • Pricing and valuations
  • Financial reporting and tax
  • Transfer agency
View More
Restructuring and recovery services
  • Corporate insolvency
  • Personal insolvency
  • Pensions advisory
View More
Pensions and employee benefits
  • Employee benefits consultancy
  • Financial wellbeing
  • Pensions governance and administration
  • Trustee services
View More
View all Businesses
Charities
View all Charities
Financial Intermediaries
UK advisers
  • Discretionary Portfolio Service
  • Active Managed Portfolio Service
  • Core Managed Portfolio Service
  • Contact the UK team
View More
International advisers
  • Discretionary Portfolio Service
  • Core Managed Portfolio Service
  • Sustainable Managed Portfolio Service
  • Contact the International Team
View More
View all Financial Intermediaries
Professional partners
View all Professional partners
Industries
View all Industries
Services
View all Services
or press enter
Popular Searches
  • Spring Budget 2023
Financial wellbeing at work

Employee financial wellbeing

We believe every employee deserves to feel confident about their financial future. Supercharge your workforce through the power of good advice.

Why should you care about your employees' financial wellbeing?

According to a financial wellbeing survey*, money is the biggest source of stress in the UK. Over 25% of adults feel stressed about money every day and one in five employees describe their financial wellbeing as ‘poor’ or ‘very poor’. Further, an employee survey** found financially stressed employees are twice as likely to leave. It doesn’t have to be this way for your business.

Employee benefits – financial wellbeing programme

A financial education and wellbeing programme can take the stress out of their money situation and improve engagement with your employees and your business.

Our financial wellbeing programme - what you get


Financial wellbeing digital platform and app

24/7 access to digital support, with goal tracking, budgeting tools, engaging content, financial health checks and personalised resources. Employees can also view all of their accounts in one place (bank, pension and more) as well as being able to access the Bestinvest platform for investing. 

Online Investments Webres

A dedicated financial coach and 1-2-1 sessions for every employee

Our platform gives everyone in your organisation, from graduate to C-suite, access to their own professionally-qualified expert to meet with four times a year. They can message them at any time for further guidance.

Six Coaches

Executive consulting

Dedicated time with an expert financial planner and tax adviser, for those in your business with the least time and the most complex financial affairs. 

Gettyimages 688988030 WEB

Educational seminars

Delivered in person or online. We have a range of popular topics to choose from and can develop bespoke content for your team.

Gettyimages 994245846 WEB

Why choose Evelyn Partners for your financial employee wellbeing programme?

Our platform combines cutting-edge technology with coaching and planning. With dedicated financial coaches, financial planners, tax and investment specialists, we help people make key financial decisions.

  • Everyone will benefit. From your newest graduate recruit through to the senior managers and beyond, everyone in your team will have access to their own coach. Coaches can educate and empower your people, so they can make the best decisions for them and their financial future. Your senior executives will meet with a dedicated wealth manager and tax specialist, to get fast and efficient expertise for their complex needs. Your executives can choose to engage these professionals for formal, on-going advice
  • Current insight. Our platform allows easy access for all employees to financial education, engaging content and handy tools, empowering all of your people to take control of their finances
  • Bespoke seminars. Our experts run interactive, bespoke seminars to your employees on a range of subjects including how to create a financial plan, saving for a house deposit, planning for retirement and explaining their existing employee benefits

Shutterstock Offset 2140086197

The benefits for employees

Through all life’s important moments, we can help your employees plan, manage and future-proof their finances. By having a plan in place for their future, your employees can concentrate on the present and be fully engaged with their role in your business. As a result, they’re less likely to leave.

With our financial wellbeing programme, your employees can start:

  • Making the most of their disposable income

    They can build the foundations of good financial planning by using ISAs, pensions and other tax-efficient investments

  • Making their money work hard for them

    Securing their financial future: the workplace pension, considerations for first time buyers and preparing for the unexpected

  • Planning for their priorities

    Identify gaps in their personal plan and how they can fund this without impacting longer term plans

  • Preparing for the retirement that they want and deserve

    Helping to prepare for the retirement they want and deserve

    Ensuring their decisions make the most of all tax allowances available

    Protecting them and their loved ones

  • Later life planning

    Making sure their pension lasts throughout their lifetime

    Covering the cost of long-term care

    Passing on their wealth

Talk to us

For more information, speak to one of our experts

Charlotte Fairhurst- Director

Ross Anders- Partner

Two

* Source: Perkbox 2019 UK financial wellbeing survey

** Source: PWC 2022 Employee financial wellness survey

Additional information

Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.

Evelyn Partners
You and your family
  • Financial planning
  • Investment management
  • Personal tax
Businesses
  • Advisory consulting
  • Business tax
  • Corporate finance and transactions
Group
  • Governance
  • Corporate responsibility
  • Press
Sign up to our newsletter

Get Insight & Events updates straight to your email.

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Connect with us
Complaints procedure Privacy Notices Website conditions Registered details Accessibility Legal and regulatory Cookie Policy Modern Slavery and Human Trafficking Statement Keeping you safe Change cookie settings
Compliance:
Insolvency licensing bodies RRS privacy notice Anti-Corruption and Bribery Policy Conflicts of Interest Policy Statement Risk warnings Services for US connected Investors
©2023 Evelyn Partners

Contact us

To find out more about our employee wellbeing programme, contact us

Contact us

Request a call back

Please complete this form and let us know in ‘Your Comments’ below, which areas are of primary interest e. g. Inheritance Tax, pensions, retirement planning or investment planning. One of our experts will then call you at a convenient time.

Please complete all fields below

*Your personal data will be processed by Evelyn Partners to send you emails with News Events and services in accordance with our Privacy Policy. You can unsubscribe at any time.

Thank you

Your form has been successfully submitted a member of our team will get back to you as soon as possible.

Book an Appointment

Please complete all fields below
0203 131 6167