Financial wellbeing guide

This guide provides you with a four-step approach to implementing a financial wellbeing strategy in your organisation.

14 January 2020

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If you have the responsibility for health and wellbeing, reward and organisational culture in your organisation then this guide provides you with support to develop a robust approach to staff financial wellbeing.

In light of the rising cost of living crisis that hit the UK workforce in April 2022, financial wellbeing is now more important than ever. Using this guide can be a great way to help you to support staff who are struggling with their finances.

Our guide will support you to understand:

  • how to embed a strategy and get senior-level support
  • the types of advice and information staff should be aware of
  • how to support staff with positive interventions
  • who to connect with internally and externally.

Any organisation can use this guide no matter what stage it might be at with a financial wellbeing plan.

Having financially healthy staff is important to your organisation as it could improve staff productivity, retention, sickness absence and performance.

It is important to your staff as it might enable them to save for the future, contribute to a pension or be free from financial stress.

Further resources

Find out how to support our NHS people experiencing stress: