Help your employees make more confident financial decisions


Help your employees make more confident financial decisions

Many employees still struggle to understand basic financial and investment matters.

One in four say money worries affect their ability to do their job. Ask those aged 25 – 34, and it rises to one in three. And that could be costing your company time and lost revenue. Our brand new financial wellbeing service can help.

James Corke

Head of Workplace Financial Wellbeing

What we offer

A well-rounded financial education programme is a great way to empower your employees and give them the confidence to make better, well-informed financial decisions.

Your employees, our expertise

Your employees have unique financial needs. And we want to help them with our specially developed financial education sessions. Financial Wellbeing at Work gives everyone the opportunity to be heard.

  • Tailored webinars We can survey your workforce to customise our financial education sessions. Or choose from 12 different financially-focused topics.
  • One-to-ones We’ll connect with your employees independently and answer their questions confidentially. This is not intended to be personal advice.

Hear from our Financial Wellbeing Specialists

Our financial wellbeing team spend every day talking to employees like yours. Watch the video below to hear how they connect the dots for employees looking to improve their personal finances.

This service is not personal advice. If you’re unsure of the suitability of an investment or course of action for your circumstances, please seek advice.

What topics do we cover?

Here's an example of just some of them:

Financial Education

Budgeting & Debt Management

Building Financial Resilience

Scam Awareness

Guide to Investment

Start Investing

Managing Investment Volatility

ESG (Environmental, Social, Governance)

Financial Planning

How a Pension Works

Investing For Children

Saving for a Deposit

50 Plus

Maximising Annual Allowances

Consolidating Pensions

Retirement Options

How it works

Making the complicated, simple. We take the hard work out of your financial wellbeing conversations so you have more time to focus on other important tasks.

The unofficial member of your HR team

We manage the project for you end-to-end. We will:

  • Assign a dedicated HL Workplace contact
  • Survey your employees
  • Provide bespoke emails and booking links
  • Deliver a tailored schedule of webinars
  • Arrange one-to-one consultations with your employees to help them make informed financial decisions
  • Discuss personal finance objectives
  • Fee-based financial advice service also available if needed
  • Provide detailed reports for your benefit


HL Financial Wellbeing at Work can be tailored to your specific needs. We can discuss further flexibility if required. Please get in contact if you have any particular requirements.

Don’t just take it from us

“This one-to-one was massively beneficial as I was able to ask all the questions I needed to ask.”


“Last year, 74% of our workplace members engaged with their retirement planning following our financial education sessions”


“Harry was really easy to talk to. Knew exactly what I wanted to know and knew the answer immediately. Couldn’t have been more polite and helpful.”


Get started

Please provide an email address for further information.