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28 Feb 2018

REBA technical training series: Guide to getting started with financial wellness

Employees who are struggling with money worries cannot perform at their best. Creating a financial wellness strategy not only helps to support staff, it can also improve workplace productivity as a result.

In this technical guide, we explain how to get started with financial wellness. It's intended for employers who do not have a financial wellness strategy in place at present, and those who have taken some first steps but would like to know more about best practice. 

Topics include: 

  • What is financial wellness? 
  • Why it matters at work
  • What should be included in a strategy? 
  • Best practice guidelines
  • Measuring success 

In this technical guide, we explain how to get started with financial wellness.

Research contents

  • Sponsor’s introduction page 3
  • Why offer a financial wellness programme? Page 4
  • Building a financial wellness strategy page 5
  • What does best practice look like? Page 6
  • Getting it right for your employees page 7
  • Measuring success page 9
  • Planning for the future page 10
  • Quiz page 11
  • Who we are page 12

About the author

Sara Benwell is a freelance financial journalist.

She writes for a variety of consumer and trade publications including the Mirror, Best, Pensions Age and Reward. Before going freelance, she was consumer editor of Good Housekeeping, and has also been digital editor of Pensions Insight.  

About the editor

Maggie Williams is a freelance writer, editor and presenter specialising in employee benefits and pensions.  

Before working freelance, Maggie was launch editor and publisher of employee benefits magazine Reward, as well as publisher and editor of specialist pensions magazines Engaged Investor and Pensions Insight.

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In partnership with Close Brothers

Close Brothers has been providing financial education services to employees of some of the UK's best known organisations for over 50 years.

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