Financial problems for employees reduce their focus and may cause them to look for another job. Get an extra boost of loyalty from your employees by helping them achieve their personal financial goals with confidence!
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Accompany your employees on achieving their
financial goals
Employee's financial health is the key to business success.
We help the business by working with the most vulnerable part of it — employees.
1 in 3
Employees feel underpaid
73%
Would be attracted to another employer that cares more about their financial well-being
44%
Employees admit personal finance issues have distracted them from work
Fintuity Financial Wellbeing Service,
Elevate your employees' financial confidence with
regulated financial experts in the UK.
supported by our
With a legacy of demystifying financial complexities, our subscription service is the key to their financial peace of mind
How it works
Employees meet with their own money expert
Everyone, across all levels, gets matched with their own expert for free, confidential video sessions.
They discuss employees’ financial goals and coach on how to achieve those goals. Alongside quarterly check-in meetings, & annual reviews their coach is always in contact when questions come up.
They discuss employees’ financial goals and coach on how to achieve those goals. Alongside quarterly check-in meetings, & annual reviews their coach is always in contact when questions come up.
Can you go further and help with execution of the financial plan?
QUESTION
ANSWER
As an FCA-regulated firm, we don't just draft plans – we bring them to life. Benefit from our expert financial adviser's insider knowledge to craft, optimize, and flawlessly execute the ultimate financial strategy tailored just for you! (Provided as an additional service and priced separately)
YES
Personalised plan
Give employees access to powerful tools to help them make better money decisions.
Our coaches will create an interactive financial forecast - to help each employee visualise the long-term impact of decisions today and get a specific action plan for whatever their goals are.
Our coaches will create an interactive financial forecast - to help each employee visualise the long-term impact of decisions today and get a specific action plan for whatever their goals are.
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All-in-one branded platform to manage personal finances
Connect effortlessly with your trusted financial advisers, seamlessly set up, execute, and monitor your financial plans, and empower yourself with valuable knowledge. Plus, gain instant guidance from our Virtual Adviser, all within a single, user-friendly platform.
Discover the added value of our subscription with a host of additional features and products
What is included in the Service
Features
Experts will coach them how to achieve their goals. Including quarterly and annual reviews
1-to-1 regular meetings with Fintuity financial experts
Access to our exclusive learning materials and financial articles
Fintuity's financial portal helps them keep on top of their goals with ongoing recommendations
Access to Fintuity Financial Portlal
Access to Fintuity Virtual Adviser
Fintuity's virtual adviser allows them to act on the goals they've discussed with their coach
Additional Services
Give your employees access to on-demand private health services
Bupa Cash Plan
Help your employees financially protect their loved ones in the event of unexpected circumstances.
Group Protection for Employees
Features
Discover the added value of our subscription with a host of additional features and products
Why we stand out
from others
from others
Financial advisers
Others coaching Services
Years of experience with clients
Non regulated coaches
Not Required
FCA Fit and Proper Adviser Test Approved
Not Required
Not Required
Members of Professional Bodies
Not Required
Access to our properietry client services platform
Fintuity Financial Wellbeing
FCA regulated advisers
Benefits guidance
Make sure employees are making the most of your workplace pension and on track for retirement
Investment guidance
Helping them navigate the various investment products available and making use of tax breaks.
Our qualified experts can help assess mortgage affordability and help your employees understand their options
Mortgage planning
Budgeting analysis
Help employees feel more in control of their money with 1-to-1 help creating a household budget
We provide support
on all money worries
on all money worries
fintuity products
Webinars & learning resources
Share access to our platform with live webinars, articles, guides and more
Pension planning
Make sure employees are making the most of your workplace pension and on track for retirement
Protection Planning
Help your employees understand how to financially protect their loved ones in the event of unexpected circumstances.
While others offer mere theories, we provide hands-on guidance to transform your employees financial dreams into tangible achievements.
Boost your
employee's loyalty
with our comprehensive services
FAQ
Yes! Although as part of our Financial Wellbeing Service our money experts will only be able to offer guidance and education however with Fintuity being an FCA-regulated adviser we can also offer full personal financial advisory service should your employees decide to proceed with the plan created by our money experts.
As an FCA-regulated entity, we offer more than just coaching. We provide solutions that range from improved employee healthcare to group protection policies and also encompass investments, pensions, mortgages, and personal protection. From day one, your employees will foster a continuous relationship with their financial experts, who can effortlessly progress to offering comprehensive financial advice when needed.
- Personalised financial plan to help make more prudent financial decisions.
- Ongoing support from their money expert, including quarterly & yearly reviews.
- Ability to execute their financial platform without leaving the platform using our Fintuity Virtual Adviser or by booking a meeting with one of our regulated financial advisers.
- 24/7 access to our proprietary financial platform where they can track progress with all their financial goals and constantly improve their financial knowledge.
As an FCA-regulated firm the quality of the provided services is the key for our team. All of our money experts are vetted, qualified and continuously evaluated to ensure they remain fit and proper in their roles in line with FCA regulation.
The pricing for our employee wellness offer comes with a variety of factors depending on what you want and need. Speak with one of our team to get a quote.
Still have questions?
Book a call with our expert and receive all the answers to your questions.
Book a callback
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