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Financial wellbeing

Financial wellbeing

Products which help your employees make the most of their money

Financial wellbeing is moving further up the agenda as research shows strong links between money problems, wellbeing, and productivity at work. 

This means offering your employees access to fair finance, offers, and financial education is more important now than ever before. Personal Group provides employers with the means to offer their people life-changing services like:

Read our Financial Wellbeing Report for employers

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Looking to step up your wellbeing game? 

Transform™ powered by TruConnect and delivered by Hapi completes a total wellbeing solution - with hundreds of workout classes, motivational messages, mental health support, healthy recipes, tools for a better night’s sleep and stress management techniques.  

Part of our employee wellbeing, benefits and engagement platform  

Transform™ is a component on Hapi, our staff benefits platform. You can host it on Hapi seamlessly alongside all your other benefits, via smartphone app, so it’s easy for employees to find everything in one place. 

It incorporates mental health, mindfulness, fitness, and nutrition, as well as engagement tools. We provide everything you need to look after your employees’ wellbeing – helping them thrive in work and in life.  

Money and mental health 

Presenteeism - where employees are at work but aren’t functioning at 100% because of health or other issues – is a widespread problem. Furthermore, financial stress is a key cause of this productivity drop, with one in four UK workers reporting to the CIPD that money worries have affected their ability to do their job.* 

As financial stress can affect both employees’ work and personal lives, employers are fully justified in offering support with financial wellness. Transform provides access to mental health resources that help your employees learn new coping mechanisms and access mental health support when they need it. 

*CIPD, Financial well-being: the employee view, January 2017, p4.

Financial wellbeing products

Discounts and savings

Available from a wide range of major retailers, this is an easy way to help employees' pay go further.

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Insurance plans

Support employees by giving them access to the best deals to help them in a crisis, such as in the case of an unexpected hospital stay or loss of a family member.

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Technology benefit

Offer employees responsible access to the latest desirable tech products by spreading the cost through their salary.

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Salary sacrifice benefits

Save on cycle to work, car purchase and maintenance, technology benefit, travel, and more.

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Debt advice

Help employees reduce the stress and worry around debts with straightforward advice on how to navigate a route forward.

Education & advice

Includes online financial education tools and more tailored support such as webinars/conferences, clinics, 1:1 financial mentoring, support groups and assessments.

Healthcare cash plans

Reclaim the cost of routine healthcare, including dental, optical, physiotherapy and health screenings.

Flexible pay

Salary advance: employees can access up to 50% of earned pay when it’s needed most.

Salary deducted loans

Affordable, low interest loans repaid straight from salary, meaning repayments are never missed.

Delivers a tax code review over a four year period and provides rebate advice for a simple and efficient experience.

Mortgage checker

Monitor thousands of available mortgages 24/7, with notification of better deals.

Gadget insurance

Protect everyday devices from loss, theft, breakdown and accidental damage.

Employees with money worries often struggle to focus at work and their productivity will dip. So employers have a vested interest in empowering their workforce to make the right decisions for their financial health. Investment in financial wellbeing will be repaid twice over in increased productivity and loyalty.

Deborah Ware, Chief Operating Officer, Financial Wellness Group

Download Financial Wellbeing Report

Speak to our experts about how Hapi can help drive employee value for your business.