Technical training guide: getting started with financial wellness

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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 12-page 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
There is even a quiz at the end with which to test your knowledge!
REBA Technical Training Guides - Providing practical advice for your day-to-day job.
Supplied by REBA Associate Member, TrinityBridge Limited, formerly Close Brothers Asset Management
TrinityBridge has been delivering workplace financial wellbeing programmes to some of the UK’s best-known employers for over 55 years.