Financial wellbeing is now the leading workplace benefit

Over one in four employees say that money worries impact their work performance. When your employees are stressed or worried about their financial situation, they may find it hard to concentrate or make important decisions in their job. Recent reports suggest that financial worries will cost the UK economy a staggering £120 billion in lost productivity. 

How we can help

Real solutions for real people

We offer a financial wellbeing benefit that addresses the real issues your employees face. Unlike other providers, we focus on support and education to help individuals make long-term improvements in their financial understanding and habits, rather than offering quick fixes.

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Our employee benefit

Financial Plans

Our team works with your employees individually to understand their current financial situation, their goals, and the steps they need to take to achieve them. We deliver these insights in the form of a bespoke financial plan video. Whether your employees want to buy their first home, pay for a wedding, or retire early, we’ll work with them to show what their financial future could look like and how to get there.

The Learning Hub

As part of your partnership with Lifetime, you’ll get a branded and bespoke online learning hub, available on our mobile app or via a web browser. Here, your team will have access to educational videos, jargon-free articles, and user-friendly tools and resources to help them take control of their personal finances.

Engagement with Lifetime Coaches

Accessible from the Lifetime Hub or app, employees can schedule unlimited, confidential one-on-one sessions with their coach, who will provide tailored assistance to help them gain full control of their personal finances.

Live webinars, Workshops and Q&A Sessions

Our team of experts host informative live webinars and Q&A sessions, breaking down key financial topics into easy-to-understand language. This ensures that employees gain usable knowledge and insights, regardless of their starting point. Additionally, you can arrange customised virtual interactive workshops focusing on finance and wellbeing topics that interest your employees.

Tools and Resources

Our Hub and app feature a variety of tools and resources available for employees to use at their convenience, including planning calculators for mortgages, pensions, and budgeting, helping your employees take control of their financial futures.

Quick Implementation & Quality Engagement Support

With a low-maintenance and easy onboarding process, the Lifetime benefit can be implemented in as little as four weeks, accommodating to your schedule. You’ll work with our engagement team to ensure that the benefit meets your business needs. After onboarding, an engagement manager will work with you to track benefit usage and ensure your employees get the most out of our partnership.

This is what’s affecting employees right now:

At Lifetime, we believe in the power of research and learning, which is why we regularly issue surveys to understand how people feel about their finances.

65% of people feel uncomfortable thinking about their personal finances and avoid talking about money*.

61% of people report experiencing sleepless nights and experience stress because of money worries*. 

Nearly 60% of people believe they would benefit from a financial wellbeing benefit at their workplace*.

82% of people said that having financial wellbeing support from their employer would make them feel more secure*.

72% of employees say that financial wellbeing support would help them feel more positive about the future†.

90% of employees acknowledged that their financial situation could affect their mental health†. 

* Results from a national survey conducted by Lifetime in July 2024, surveying over 1000 respondents.
† Results from Lifetime’s Spring Employee Wellbeing Survey, available for download.

Take a look

Our employee survey report

Discover the key insights into employee financial wellbeing with our latest Lifetime Employee Survey Report. This comprehensive report captures the voices of UK workers, highlighting their financial concerns, aspirations, and the critical role employers play in supporting their workforce’s financial health.

From the rising importance of financial wellbeing benefits to the impact of the cost-of-living crisis, this report offers invaluable data and actionable recommendations. Don’t miss the chance to understand what truly matters to your employees – download the report now and start making informed decisions that could transform your workplace.

Download now

See what people say about Lifetime

We’re proud to have helped thousands of people across the nation make their money work for them. But don’t just take our word for it. Read the inspiring stories and testimonials from individuals and businesses across the UK.

I don't normally leave reviews, but I am so happy with how smoothly the process was buying my first home, thanks to Scott and the team! I give the 5 star rating as the communication, the honesty and the will to go the extra mile for the customer! The whole process and information provided just made things so easy. I highly recommend this company! Cheers Scott and the Lifetime team!

Ashley Briscoe

Paul Lee, my Lifetime financial advisor, has been an absolute star is guiding me through the process of setting up a drawdown pension prior to my retirement and arranging the monthly pension payments following my actual retirement this month. I have every confidence that Paul is working in my best interests but is always mindful of his responsibilities regarding ethical behaviour and the needs of his own employer. Well done Paul - I look forward to a long and fruitful working relationship with you.

Steve Pollard

We recently used Lifetime as our fixed rate mortgage deal had come to an end and we were looking to switch to a new lender. Our mortgage Advisor, Scott made the whole process an absolute breeze. Communication was fantastic and he was very flexible when arranging meetings. Everything ran smoothly and I cannot fault a thing. Thank you again!

Chelsea Lowther

I felt that I should look into how to seek help in securing my financial position for my remaining years. I am 72. Lifetime have shown me the way to do this. They have given me the confidence to release part of my funds for them to reinvest with a view to keeping up with the rising cost of living. Kristain at Lifetime patiently guided me through the investment procedure and made sure I understood every step. I am looking forward to feeling more relaxed about my future now I have seen the projected figures drawn up by Lifetime’s experts and feel I am in safe hands.

Ann Dearman

Lifetime have offered great customer service and impartial advice to help my family and I plan for the next 5-10 years to meet our financial and life goals. Paul has been very personable and explained products to both my wife and I who have varying degrees of knowledge on the financial products and he has been able to explain clearly to us so we have a full appreciation of the full product set. I feel lifetime have our personal interests at heart and often ask us to keep more cash aside to enjoy life whilst still reaching our goals. Great customer service, both personal and professional and a joy to deal with.

Mark Hield