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How lockdown highlighted the urgency for financial wellbeing

Like everyone else, we have had to adapt to a new way of working since the pandemic struck.

 

Happily, transacting, communicating and meeting virtually was a relatively smooth transition. But this shift caused us to wonder: how has it affected our clients?

Companies big and small, people who come to us for pensions advice and financial management; how have they fared?

Aside from our day-to-day contact, we thought a survey would help everyone grasp common concerns and make sense of a shared experience.

So, after polling more than 300 businesses, in partnership with HR Magazine, we have formed a view of how the pandemic has affected organisations, from HR directors to front line staff.

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As you’ll read, financial wellbeing is the key finding.

Eight out of ten employers felt their company and employees would benefit from being better informed in all things financial.

That said, few knew where to begin to create the conditions to make wellbeing more achievable.

Our chief executive, Jonathan Punter, summarised the research: “It’s no surprise that wellbeing in general has been at the forefront of everyone’s mind during this time.

“Employers know it matters, but don’t know how to make it happen. Fear of falling foul of regulation and uncertainty over how much it will cost have also been plainly highlighted.

“For more than the last 30 years, we’ve been helping companies and people put together the components to help build fundamental wellbeing. Our survey demonstrates trusted partners have a more important role than ever to play.”

“For more than the last 30 years, we’ve been helping companies and people put together the components to help build fundamental wellbeing. Our survey demonstrates trusted partners have a more important role than ever to play.”

We also found how flexible working was at the top of the list for companies as they grapple with what the future holds.

Take a few minutes to read the survey headlines. As ever, we’re always happy to talk.

Download your copy now

 

 

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After polling more than 300 businesses, in partnership with HR Magazine, we have formed a view of how the pandemic has affected organisations, from HR directors to front line staff.

Punter Southall Financial Wellbeing Survey

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After 40 years of experience in the pensions world, I'm sharing my insights.