Our financial wellbeing programme
Having a holistic financial education programme is a great way to empower your employees and give them the confidence to make better, well-informed financial decisions. We provide financial wellbeing as part of our pension package. Whichever combination of benefits you offer, we’ll help your employees achieve their financial goals at every life stage and provide the products and tools to make that possible.
Financial Wellbeing Modules
Module content can be tailored to the audience.
Control your debt
Debt Management
Mastering your money: smart spending
Navigating the cost-of-living
Protect you and your family
Secure futures: financial protection
Five steps to financial resilience
Get tax smart
Scam awareness: safeguard your finances
Save a penny for a rainy day
Everything you need to know about emergency funds
Building a house deposit
Saving and investing for children
Plan for later life
Pensions 101
How to supercharge your pension
The gender pension gap
Your retirement options explained
Invest to make more of your money
Getting started investing
Stock market ups and downs explained
The world of responsible investing
Your employees, our expertise
Presentation
In person, webinar & recorded
One-to-One meetings
Face-to-face or Teams
I was able to ask questions that I wouldn't feel comfortable doing in a larger group. The session was all about what I needed to know and it didn't get lost in lots of other information.
[It was a] very clear and simple explanation of how your pension works and how to make the most of it.
HL Workplace member comment, February 2024
And does it work?
At HL Workplace, we’ve measured our pension members' level of engagement across seven metrics at a scheme, sector and provider level for more than six years.
We carefully design communications and provide in-person guidance to support and encourage increasing engagement with their savings. We know that members who engage with their pension are more likely to have a positive outcome in the future.
