Give your people a safe space to tackle money stress

Frequently asked questions

Why should I provide financial coaching over education?

Real-time coaching does three things that education doesn’t: it is delivered at the point-of-need; it links personalised, targeted insight with tangible and easy tasks to change behaviour; and it creates accountability with coaches who set achievable goals and provide ongoing support for employees to achieve these goals. Because of these differences it is much more likely to change behaviours and improve financial wellbeing.

Is this financial advice?

No. There is a difference between financial advice and financial coaching. Financial advisors are regulated to provide specific product recommendations. Our financial coaches will not do this – they are independent and provide guidance and support to employees to help them make positive choices and improve their own financial health.

Are your financial coaches certified?

All of our financial coaches complete rigorous training which has been designed by Cheddr, an industry-leading financial health organisation. The programme is based on best practice from the Money and Pensions Service and ILM’s management training for leaders and managers.

Are conversations private and confidential?

We take privacy extremely seriously. All conversations are confidential and no details of individual conversations are shared with employers.

Is there a limit on how many times employees can chat to a coach?

No, there is no limit to how many times your staff can speak to our coaches. Where possible, if an individual returns for a second conversation we will connect individuals with the same coach to ensure continuity.