Financial Wellbeing
Financial wellbeing is about understanding
Financial wellbeing is about understanding where you are now, thinking and planning where you want to be tomorrow and then every day after that.
Financial wellbeing is about focusing on how you can use your money to make you happier and more fulfilled, and taking the taboo away from talking about money.
Financial stress….
Success is different for all of us and it’s not just about what figure is in your bank accounts. It’s ensuring you’re prepared for financial shocks, that our family and loved ones are protected and you have enough money to do things in life both now and in the future, that bring you joy.
We all react to stress situations differently, and money worries are no different. Sadly we rarely talk to friends or family about money, especially when things hit a crisis point. At One Financial Solutions we want to normalise the conversation about money and encourage everyone to have a plan.
30% of us lose sleep due to financial stress and have less than £100 in savings. This affects our energy, our physical health and our self esteem – which in turn affects our productivity in the workplace and ability to function effectively.
How we can support your Employees’ Financial Wellbeing
Financial Support
“Our aim is to support organisations in multiple ways, to secure a better financial future as an organisation and also to support employees to understand the support that is available to them in financial wellbeing” – Wayne Griffiths, Managing Director.
Financial Tools
When you work with us, all employees will receive access to a range of support tools, calculators, information, articles and podcasts helping them deal with current financial issues plus planning for their short, medium and long term futures. In addition we also provide drop-in clinics, bespoke webinars, Wills & Powers of Attorney and “going green.”
Financial Policies
We’ll review any existing financial wellbeing policies you have in place and then work with you to build an engagement plan and schedule that suits you as a business.
Sarah Dadi
HR administrator
Daniel Owen Recruitment
July 2024:
Why is it important for you to have a financial wellbeing as part of your benefits?
Whilst topics like mental health have gained traction in the last few years, financial wellbeing remains taboo despite affecting us all. When asked about their short- and long-term goals, most of our employees mentioned financial goals. It soon became apparent we had to get involved and find a way to accompany our employees through these important milestones.
What surprised you the most about the scheme?
We were pleasantly surprised by its timeframe. Long-term continuity ensures consistent engagement.
How easy has it been to work with OFS to get the scheme up and running?
Mark has been wonderfully helpful and made the process smooth and easy.
What benefit have you seen and heard from your employees about the scheme?
Employees have reached out to ask questions, enrol in our pension scheme, and/or sign up for other relevant benefits they previously weren’t aware of. We’ve seen great engagement with a very high percentage of attendees contacting One Financial Solutions for a one-on-one consultation. Mark’s presentation was a real wake-up call and got everyone talking and thinking about reviewing their financial situation.
"Price is what you pay. Value is what you get."
– Warren Buffett
How we can help:
At One Financial Solutions, we give you one place for all your Financial Wellbeing solutions so your employees can take confident steps forward to realise their dreams, goals and milestones. It’s a simple and easy way to start the journey, and one that will pay you dividends in return with a workforce who feels valued, supported and protected.
"I have every confidence in OFS taking care of our investments. Can’t thank them enough for all their help."
Contact OFS
We’re more than just financial advisers
At its core, One Financial Solutions believes in restoring humanity to the often impersonal landscape of financial management.
Recognising that each individual’s life, interests, and mindset are pivotal components in the financial journey, offering personalised guidance that transcends mere numbers and charts.
By fostering a deep understanding of our clients’ circumstances, One Financial Solutions empowers individuals to navigate their financial paths with confidence and clarity, ensuring that their aspirations and dreams remain at the forefront of every decision.
