Financial Wellbeing In The Workplace

We all know the value of a happy and well-motivated workforce. But what’s central to making everyone “tick”?

Good working conditions and remuneration are obviously crucial – but are you doing your bit to support your workforce’s general sense of financial wellbeing.

Few of us cope well if we’re struggling financially.  Whether it’s a young adult striking out and buying or renting their first home or an “empty nester” saving for retirement – we can all battle with money worries, whatever our time of life.

As an employer and financial adviser, I believe passionately in offering advice and support to help everyone deliver their maximum potential at work.   

Colleagues are unlikely to do this if they are too busy worrying about finances and lying awake at night.

Need to know more? Firstly, take a look at these compelling statistics, relating to research by Ellen Scott, 2018, Metro, 1000 UK residents were surveyed ranging in age, location and income;

➢ 77% of UK residents are stressed about money

➢ 20% think they manage their money badly

➢ 38% don’t feel comfortable discussing money worries. 

Meanwhile, only 7% say their employer offers face-to-face counselling or support, according to Aegon research*

In recognition of how financial stress impacts individuals and companies, I am busy rolling out my new Financial Wellbeing packages as we continue to emerge from the pandemic.

As responsible and progressive employers, companies are giving me great initial feedback and acknowledging how investing in support programmes can nurture work forces.

Compellingly, this approach can help businesses secure their own future growth and success.

We do this by offering Building Blocks, focused on:

➢ Generic workshops, aimed at employees’ different life stages

➢ Bespoke workshops and presentations – for example to executives who have complex financial benefit packages

➢ One-to-one  consultations

➢ E-learning to enable employees to access financial, educational content whenever and wherever they wish.

Interested in learning more? 

For an initial, no obligation chat please email Sheena at or call 01422 893531: Mobile: 07858 799596.

*financial-wellbeing-CEBR-condensed.pdf ( [] 2000 employees were surveyed, October 2018,, May 2018

Sovereign Wealth Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.