Enhancing business performance through financial wellness

Our tailored, evidence-based programmes reduce employee financial stress, build confidence and help you achieve your company goals.

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A robust financial wellness programme helps create a mutually beneficial ecosystem

A healthy, stress-free workforce drives productivity, reduces sick leave, and lowers staff turnover. However, financial stress remains a significant challenge as findings from our 2024 Global Benefit Attitudes Survey shows:

  • Three in 10 workers say they are worse off than a year ago and have financial issues negatively impacting their lives
  • Three in four employees report they are not saving enough for retirement and are not on track for retirement
  • Financially stressed employees are more likely to suffer sleepless nights, miss deadlines, experience workplace conflicts, or seek new employment

The workplace is a natural environment for financial wellness initiatives, providing employees with the support they need as they earn.

A robust financial wellness programme helps create a mutually beneficial ecosystem of education, engagement, motivation, and financial security.

Unlock the business value of employee financial wellness

LifeSight partners with employers to boost the effectiveness of financial wellness initiatives, engaging employees and enhancing their performance. By addressing financial stress, companies can achieve measurable performance improvements by:

  • Reducing absenteeism and staff turnover
  • Removing barriers to productivity and motivation
  • Increasing employee loyalty, engagement and job satisfaction

With every client, we provide a comprehensive financial wellness plan, backed by transparent, evidence-based advice and tailored recommendations.

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The LifeSight difference

Understanding your employees’ needs

  • Providing insights into how employee benefits align with financial goals
  • Highlighting stressors and offering solutions to help navigate them
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End-to-end programme support

  • Conducting initial surveys to evaluate your company’s and employees’ requirements
  • Customising seminars and content to address specific needs
  • Assisting with communications and promotional strategies to maximise employee engagement with the programme
  • Delivering participation reports and employee feedback and using data to drive continuous improvement
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Comprehensive employee education and support

  • Group Seminars
    Covering topics like budgeting, retirement planning, savings, debt management, tax considerations, and financial planning
  • Individual Assessments
    Providing one-on-one financial advice tailored to employees’ personal situations
  • Life Cycle Financial Planning
    Helping employees to navigate financial decisions at every stage of life, from starting a career to retirement
Seminar
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Are you an employer looking to learn more about our master trust?

Find out how LifeSight can help your organisation and employees.

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Are you looking for financial advice?

Find out how LifeSight Financial Advice can help you reach
your financial goal.

Find out how LifeSight can help your organisation

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