Financial Wellbeing Campaign

Case Study

Company profile:

  • Top Educational Institution

  • 10,000+ employees

  • 1 location

  • Age 18 - 55

The challenge:

Our client wanted to enhance their employee benefits offering by adding a financial wellbeing programme to increase their employee’s personal financial knowledge and give them the confidence to make informed financial decisions. 

Our client has staff in multiple locations across a large site and wanted to effectively communicate this new benefit, which would also increase take up of other employee benefits such as staff discounts. 

They wanted to communicate to employees before and after seminar attendance to fully engage them and continue to inspire them to take control of their finances.

What we did:

We created a full financial wellbeing programme for our client which included financial wellbeing seminars, online portal and full communications plan. 

Communications - working with our client we developed a multi-channel communications plan to effectively engage their employees in this new benefit.  We timed communications and events with our client’s own internal calendar of events to maximise exposure.  

We segmented our audience by their life stage to ensure communications were targeted.

Online portal - we created a bespoke financial wellbeing portal which included:

  • Financial journeys – areas of financial guidance tailored to a particular stage of life. E.g. ‘Starting Out’ section has information and guidance around mortgages, saving, clearing debt etc

  • Seminar booking – ability book onto a financial wellbeing seminar 

  • Resource area – central hub for further reading on financial topics

  • Advisory services – request advisory services.


We delivered a series of financial wellbeing seminars, tailored by life stage, to our client’s employees in various locations around their main site. 

These seminars were delivered by our fully qualified financial advisers and each seminar was followed by a series of 15 minute 1-1 sessions with participants who had specific questions for our advisers.

As part of our communications plan, we followed up with all participants with a series of tailored ‘nudges’ to keep them engaged in their personal finances beyond the seminar.

By combining adviser-led seminars with an online portal and full communications programme, we can fully engage employees in their financial future. We aim to inspire them to improve their financial knowledge and increase their overall wellbeing
— Steve Clarke, Lead Advisor
I thought the content of the session was excellent - I personally found it very useful and informative and am sure other members of my team will do too. The presentation given was very well delivered - clearly and with plenty of opportunities to ask questions or request clarification
— Employee attending a Lemonade Financial Wellbeing Seminar.

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