Handbooks

Explore our handbooks to find everything you’ve ever wanted to know about financial support at work. From understanding the impact on your people, to implementing a successful strategy.

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Webinar: HR’s playbook for financial inclusion post-Autumn Statement

The Autumn Statement will bring uncertainty, but HR can drive positive, inclusive change in the workplace.

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HR checklist: make your expenses policy more financially inclusive

Our expenses checklist gives HR professionals guidance to make their expenses policy financially inclusive.

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Financial wellbeing calendar 2024

A full year's worth of financial wellbeing campaigns, with detailed guidance per month.

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Dynamics in Financial Wellbeing: The Stigma Edition 2023

This research looks at why employees keep money worries hidden at work, based on a survey of 5000 UK staff.

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Dynamics in Financial Wellbeing: The Inclusion Edition 2024

This research looks at the financial inclusion barriers faced by employees, based on a survey of 2500 staff.

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Dynamics in Financial Wellbeing: Financial Services Industry 2023

This report looks at why employees in financial services keep their money worries hidden & what to do about it.

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Dynamics in Financial Wellbeing: Tech Industry 2023

This piece of financial wellbeing research examines money stigma for technology employees & how you can help.

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Dynamics in Financial Wellbeing: Legal Industry 2023

Why do employees in the legal industry keep their money worries hidden - and what can you do about it?

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How to have conversations about financial wellbeing

Talking about money is the last taboo, but this guide provides effective ways to foster a more open culture.

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