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18 May 2021

REBA Technical Training Guide to Financial Wellbeing and Mental Health

The link between financial wellbeing and mental wellbeing has never been clearer. Worrying about money has been shown to have both a short and long-term impact on our mental health, leading to sleeplessness and poor concentration day-to-day, and potentially fuelling depression and anxiety over a longer period of time.

Employees’ existing money concerns have been deepened by Covid-19, and it has brought new, unexpected financial pressures for many others.

For employers, the last year has also made it clear: if you want a happy, productive, engaged workforce, you need a financially well one too.

This guide explores why the link between financial and mental health should be on every reward and benefits directors’ agenda, and offers a wealth of practical tips on how you can make sure that employees’ financial worries don’t have a lasting impact on their mental wellbeing.

Topics include:

  • Why employee financial wellbeing is important
  • How to understand what help employees need
  • Ways to build a programme of support
  • How to incorporate financial education into financial wellbeing

And, take the quiz at the end to test your knowledge.

Creating a supportive culture that helps employees feel confident in asking for help with their finances, and making sure that colleagues know where to find support when they need it, are actions that every business can take right away. This guide will help employers to create a financial wellbeing strategy that also supports employees’ mental health.


  • Welcome comments
  • Chapter 1: Why employee financial wellbeing is important
  • Chapter 2: Assessing employee need for financial wellbeing support
  • Chapter 3: Building a financial wellbeing programme
  • Chapter 4: The role of financial education in a financial wellbeing programme
  • Quiz

About the author

Sam Barrett is a freelance journalist specialising in employee benefits, protection and personal finance.

With more than 20 years' experience, she has edited a number of magazines and websites since starting out on trade publication Planned Savings. Sam went freelance in 2000 and has written for a variety of trade and consumer publications including Moneywise, Employee Benefits, Reward and Corporate Adviser.

She has won many awards for her journalism including the Association of British Insurers' Freelance Financial Journalist of the Year, Protection Review's Outstanding Contribution to Protection Journalism and Headlinemoney's Financial Healthcare Journalist of the Year.

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