The Financial Wellness Group has developed a Financial Archetype Tool, that provides the metrics to help employers better understand their people, offering an insight into how their workforce engages with their personal finances.
Benefit Management Portal
The TFWG Company Portal is a cloud -based web application designed to streamline the management of the engagement process. It brings together the different elements of the service offering into a user-friendly destination for the benefit team to manage.
We have developed our own series of interactive workshops on key areas of personal finance. Attendees are supplied with customised software on iPads to model their own circumstances and identify how they can reduce financial stress.