REBA Thought Leaders: Jeanette Makings of Close Brothers on financial wellbeing behavioural changes

Jeanette Makings, head of financial education at Close Brothers, speaks with Debi O’Donovan, co-founder and director at REBA, about the findings from Close Brothers' Expecting the unexpected report and how the pandemic has shifted employees’ attitudes towards their finances.

Makings describes her insights into how Covid-19 and lockdowns have moved the dial on financial resilience, with both negative and positive experiences coming through from employees.

“We have seen some shifts in attitudes and behaviours towards money,” says Makings. “The real untested piece and the real trick, is that we now build on that momentum and retain some of those good behaviours and good outcomes, and we move forward with some better money habits.”

Makings goes on to offer practical advice that employers can implement to better support financial wellbeing in the workplace.

Download Close Brother’s report Expecting the unexpected: a spotlight on preparing for a crisis.