Financial wellbeing

Helping your employees take control of their financial wellbeing

Support your workforce and build financial resilience, with our range of financial wellbeing services.

  • Tailored support to help your employees become more confident with money, whether saving, investing, or planning for retirement.
  • Boost your business with a more financially resilient workforce and a culture that supports employee wellbeing.
  • Education and guidance for every income and career stage.

What is financial wellbeing?

Financial wellbeing is part of an individual's overall wellbeing and is determined by how they feel about their financial situation. How they feel will impact their financial confidence.

Financial wellbeing is something that goes across all life stages and income levels - everyone's needs are different and will change over time. We help meet these needs by providing personalised, practical support to your employees, to build their understanding of money and strengthen their financial confidence.

We’re expertly positioned to make financial wellbeing click for you and your employees.

person relaxing on a carpet

Employees are looking to their employers for financial help

There are tangible links between employee wellbeing and finances. This has been evidenced by the Aviva Working Lives Report 2024: Working for the Future, which also found that employees are looking to their employers to provide more financial wellbeing support.

  • Almost three-quarters of employees surveyed (73%) said the cost-of-living crisis has made them feel more anxious about their finances.
  • Three-quarters of employees want more support and guidance from their employer about planning for a financially comfortable retirement.
  • Almost two-thirds of employees (63%) said their employers do not provide tailored support which would help to improve their financial wellbeing.

Planning for retirement is a financial priority for many employees and we’re well placed to help them do just that. However, financial confidence isn’t just thinking about the future, it’s being prepared for the here and now.

How Aviva can help to solve the financial wellbeing puzzle

We're here to boost you and your employees' financial wellbeing knowledge with a range of tools, services and professional insights, including educational seminars, one-on-one coaching, and digital tools.

Education

Learn about shifting views within the workplace with the Aviva Working Lives Report 2024. The report explores what employees want and need from their employers in uncertain times, how to help them plan for retirement, and why a happy, financially resilient workplace benefits all. 

Aviva Working Lives Report  Aviva Working Lives Report

Guidance

Whether employees are thinking about investments, retirement or how much to contribute, we can help them boost their financial wellbeing with professional and informative seminars from our Communication and Engagement Team.

Communications and Engagement support  Communications and Engagement support

The Financial Wellbeing Tool

The Financial Wellbeing Tool helps employees feel more in control of their money by giving them personalised, practical steps based on how confident they feel about their finances. It's quick and easy to use, and designed to support employees by providing them with information and resources  - whether they're managing day-to-day spending or planning for retirement. 

Members can access the Financial Wellbeing Tool by logging into their online account.

The Financial Wellbeing Tool is initially only available under the Aviva Master Trust and to contract-based schemes on the My Money and NGP platforms.

More ways that we can help

Workplace Wellbeing

Aviva provides physical, financial and mental wellbeing support and services to employees of the businesses we cover. Find out more.

Workplace Pensions

Aviva workplace pension schemes help employers provide retirement options for employees in businesses of all sizes, start-ups to corporates. Find out more.

Group Protection

Aviva’s group protection products can help employers support their employees and make their business stand out from the crowd. Find out how we can help you.

Business Health Insurance

With our business health insurance options, you’ll get flexible, tailored healthcare to support your employees and boost your business. Discover more.

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