Financial Wellbeing Hub
Help your employees build financial confidence and resilience, for whatever life throws their way, with access to:
• A financial wellbeing hub
• Retirement planning guidance
• Professional financial advice
No cost, admin-free financial planning and advice for every stage of life
Employees face increasingly complex financial decisions at key life stages. Employers feel the pressure to strengthen wellbeing and retention, often with limited budget and bandwidth.
Put accessible education, interactive tools, and a route to regulated financial planning at your employees’ fingertips. Life-Ready Financial Planning forms part of our core Pluxee Employee Experience offering, requiring no additional investment or administrative input from you.
Benefits for employers
Less financial stress. No extra admin burden
16 million working days are lost each year due to employee money worries, costing the economy over £10 billion.
With Life-Ready Financial Planning, employees get more than just daily savings and salary-stretching opportunities. You’re giving them the tools they need to make better choices, planting the seeds of financial confidence that will lead to a more stable, resilient future.
Enable better outcomes for your business with no additional investment.
Benefits for employees
Inclusive support and trusted advice: The pathway to financial resilience
With Life-Ready Financial Planning, your employees gain instant access to:
- Lifestage content hub: Guides, tips, checklists and planning tools, covering themes from pension awareness through to retirement readiness.
- Interactive tools: A retirement readiness calculator and quizzes, putting their financial savviness to the test.
- Webinars and events: Hosted by regulated financial planning experts, your employees have a commitment-free route to the information they need.
- Complimentary initial 1:1 consultation: When they’re ready to take the next step, your employees will receive a free, no-obligation one-to-one consultation.
How it works
Three steps to a more financially resilient future.
Discover
All it takes is one click to enter a financial wellbeing content hub where your employees can select information on the topics that matter most.
Learn
Once in the hub, employees can take practical actions and use quizzes and calculators to self-educate and empower themselves.
Act
If and when they’re ready to take the next step towards retirement readiness or get support with inheritance tax or investments, they can book a consultation from within the hub.
Support for every moment, every day
Life-Ready Financial Planning supports employees through every stage of life and every milestone or monumental event. Support spans everyday planning through to complex life events, including:
- Getting retirement ready
- Managing your estate
- Smarter investments
- Mortgages, and more.
Chartered and trusted. Independent and unbiased
Our financial planning partner holds chartered status, which is achieved only by consistently meeting and demonstrating the rigorous standards and ethical practices set by the Chartered Insurance Institute (CII).
FAQs
How do we measure impact?
Life-Ready Financial Planning forms part of your core offering, and the reporting dashboard/MI data will show which services your employees are engaging with anonymously.
What will employees actually do?
Your employees can do as much or as little as they choose, from exploring life‑stage content and using tools to joining webinars, booking an initial consultation without obligation, or progressing to using the services available.
Does this add cost to employers?
No. The Life-Ready Financial Planning module forms part of the core Pluxee Employee Experience Platform offering and is available with all pricing bundles at no extra cost.