Financial wellbeing for charities

Financial wellbeing is about having a sense of security and feeling in control of meeting day-to-day financial requirements, whilst having the freedom to enjoy life. It has been proven to impact an employee’s performance in the workplace, as well as absenteeism. 

Appropriate solutions can help your charity to negate these risks, whilst improving your ability to attract and retain high quality employees.

How we can help you

We understand that financial education and wellbeing needs have become a concern for the charity and not-for-profit sector. 

Solutions that address these concerns have become a core component of modern employee benefits packages, in an effort to improve employee acquisition and retention.

To help you with this, we have developed a range of cost-effective support.

  • Workplace presentations – educational guidance aimed at developing your employees’ financial literacy. Our ‘Essentials’ presentations focus on overarching principles and are suitable for all employees, whilst ‘Additional insights’ sessions build on this and are tailored for the lifestage of the audience. Both highlight how your employees can improve their financial wellbeing in the short, medium and long-term.
  • 1-to-1s – giving your employees the chance to talk through their finances with one of our experts.
  • Financial Wellbeing Hub – this is a source of financial education, containing a range of resources. It is available to employees of our clients, at no additional charge. Requires registration.
  • Webinars – we provide educational webinars to employees of our clients, focusing on a range of topics. These are provided at no additional charge. 
  • Financial planning – ongoing financial advice with one of our expert financial planners. This can be paid for by your business or directly by the individual.

Our process

Our expert team will work with you to discover the requirements of your workforce and create a bespoke wellbeing strategy for your charity.

You will be provided with a full breakdown of charges to agree prior to the commencement of any work. We are an NCVO Trusted Supplier and NCVO members receive a 10% discount on our initial fees.

1. Identify

Your consultant will work with you to identify what your charity wishes to achieve and what financial education and wellbeing support is most suitable.

2. Implement

Your support team will arrange this support with you and your consultant will carry this out. 

3. Review

Your consultant and support team will communicate with you periodically to discuss whether further financial education and wellbeing support is required.


Take a look at the frequently asked questions below to find out more.

Financial wellbeing is the sense of security your employees have concerning their financial responsibilities and obligations.

Poor financial wellbeing can result in stress and anxiety. 

If an employee has financial concerns, this could detrimentally affect their motivation, productivity and absenteeism.

Each of these can have knock-on effects for your charity.

Aside from financial support, such as improved salaries and bonus schemes, your charity could provide financial education support and access to an expert financial planner through 1-to-1 consultations.

Useful resources

Take a look at our useful resources below to find out more. Additional content is available via our resource centre.

What our clients say

How do we do it?

Our processes ensure we maintain the highest standards and continue to deliver suitable outcomes for our clients.

Contact us

To find out how we can help you, please get in touch today by completing our short contact form.

We have offices in Norwich, Diss, Peterborough, Chichester and London. Other members of our expert team are also available remotely across the UK.