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    Research reports

    While some providers rely on opacity within the nuanced world of financial wellbeing, we seek to provide clarity and clear direction.

    Our regular market research aims to give organisations access to independent, detailed insight into what’s truly happening in UK workplaces and with employee financial wellbeing.

    Gettyimages 1130578350 Med The value of financial coaching June 2025 Gettyimages 531337727 Copy Med Rev (1) Financial Advice in UK Workplaces June 2024 Spotlight Spotlight on UK Financial Wellbeing Nov 2023 Expecting The Unexpected 2021 Cover 1024X683px Expecting the unexpected Mar 2021 Changing Trends Of Financial Wellbeing Cover 1024X683px Changing trends of financial wellbeing May 2020 Financial Wellbeing Index 2019 Cover 1024X683px Financial wellbeing index Jan 2019 Lifetime Savings Challenge 2017 Cover 1024X683px Lifetime savings challenge Sep 2017 CIPD Financial Wellbeing Cover Financial wellbeing the employee view Jan 2017

    Employee engagement

    We keep employees engaged with their financial wellbeing through initiatives such as our ‘stay in the loop’ communications. These will focus on regular financial dates such as the tax year end, key benefit milestones or flex window openings, as well as legislative or budgetary changes and other topical issues. Here’s an overview of how we help our clients keep their employees informed, alerted and engaged with their finances.

    Wealth Gettyimages 935337774 Don't forget the stamp For anyone looking to buy a home or any other property at the moment, don’t forget that the rules around Stamp Duty changed on 1 April 2025, meaning many more homebuyers will now pay more Stamp Duty. May 15, 2025 2 minute read Wealth FES Mental Health And Money, Gettyimages 1032614270 Reverse Mental health and money Worrying about money is a major cause of anxiety for UK adults, with many feeling ashamed to talk about it. Find out how to tackle the worries under your control, and become more resilient to weather things outside of our control. May 13, 2024 3 minute read Wealth FES Gettyimages 1278976690 Staying aware of scams It's important to stay aware of the threats posed by changing and evolving scams. Revisit some tried and tested tactics to stop fraudsters in their tracks. Nov 07, 2023 2 minute read Wealth Basics Debt Case Study Getty 627540208 Instilling good money habits Raising healthy, happy children who will go onto live a fulfilling life and reach their potential is every parent’s wish. Oct 03, 2023 2 minute read Wealth Gettyimages 1303828501 Top Tips Top tips when remortgaging Mortgage costs are the single biggest spend in most people’s monthly budget. With mortgage rates still high and the cost of living still putting pressure on everyone’s finances, it’s vital to get the best possible deal when arranging your next mortgage. Sept 20, 2023 2 minute read Wealth Gettyimages 1454882740 Small Staying ahead of the pack when buying your home The house buying process can sometimes be a minefield, especially for the uninitiated. With the ongoing higher mortgage rates, and with some providers having fewer mortgage products and requiring extra checks, it pays to know the inside track to ensure your next house move goes as smoothly as possible Sept 11, 2023 2 minute read

    Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.