Financial Wellness in the Workplace

Empower your team with the tools and confidence to take control of their financial wellbeing. IQ&Co delivers clear, practical financial education designed to support employees and strengthen organisations.

The Impact of Financial Wellbeing

16M

days of work were lost last year due to poor financial wellbeing.

£237

average cost to employers for each day lost to financial distress.

£3.7bn

total cost of ‘absenteeism’ linked to poor financial wellbeing.

£10.3bn

was the combined cost of ‘presenteeism’ and ‘absenteeism’ to UK employers.

Source: Cebr report for Aegon, Financial wellbeing and productivity in the workplace, Sep 2023 View Report

Workplace Financial Wellness Support

We provide comprehensive support categories tailored to help your employees manage their financial lives with clarity:

check_circle Budgeting and money management
check_circle Investment planning
check_circle Pension planning
check_circle Mortgages and home buying
check_circle Financial planning through life changes

*Your home may be repossessed if you do not keep up your repayments on your mortgage.

Benefits for your organisation

sentiment_satisfied Improved wellbeing

trending_up Increased engagement/productivity

energy_savings_leaf Reduced stress/distraction

diversity_3 Stronger retention/culture

Our Workplace Events

Our events are designed to be engaging, informative, and jargon-free, ensuring every team member feels supported regardless of their financial background.

Types of Workshops

groups

Generic Workshops

Informative group sessions covering key financial pillars. These are perfect for entire teams and are available both in-person and virtually to suit your working model.

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Bespoke Workshops

Custom presentations tailored specifically for your organisation. Ideal for executives, senior leadership, or teams with unique benefit packages and complex financial needs.

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1:1 Guidance Sessions

Private, personal information sessions for individual employees. We help them explore their own goals and provide a clear pathway to formal financial advice where needed.