5 steps to building a financial wellness plan

We have previously discussed the importance of financial wellness for UK employees, their organisations, and the wider economy. As we move into 2017, it’s encouraging to see that financial wellness programmes are beginning to feature highly on the agenda for UK employers. In fact, our recent Future of financial wellness report revealed that almost half of businesses surveyed are considering implementing financial wellness programmes this year. But there is a big difference between tinkering around the edges with financial wellness, and implementing a full and effective strategy.

Here are five steps I believe will help you build a robust plan for your organisation this year.

1)      Find out what your employees really want

It’s important to understand what matters to your employees financially. By canvassing employee opinion around financial needs, it is possible to start putting the framework of financial wellness in place.