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A financial wellbeing platform with a human touch 


With Claro Wellbeing's platform, your people can overcome personal finance obstacles, take control of their spending and improve their know-how – all while being rewarded.


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A complete learning programme, built by experts


Our personal finance courses help you improve your financial know-how, whatever your starting point.

Grow your financial knowledge: acquire essential financial knowledge and make your money work for you.

Pick your topics: choose topics as you go, or work through our entire syllabus from financial novice to guru.

Flexible learning: all courses are included as part of your plan, so there’s no limit to what you can learn.

How it works courses

An open-banking budgeting tool you'll actually use


Put an end to spreadsheet headaches with Claro Wellbeing’s budgeting tool.

See your money: see your daily spending in one place and set your monthly budget using real-time data.

Budget traffic lights: always know where you are in relation to your monthly budget, across all your bank and credit accounts.

Fully secure: connect your bank accounts, via our secure, FCA-authorised and regulated open-banking provider.

How it works budgeting

Expert financial coaches, one calendar invite away


Get 1-2-1 coaching sessions with Claro Wellbeing’s expert financial coaches.

Remote, flexible guidance: have your coaching sessions delivered over Zoom or simply message your coach via WhatsApp.

Get expert guidance: get feedback on your financial plan and have your questions answered by a certified coach.

Gain perspective: talk through your specific personal finance challenges and learn your options.

How it works coaching

Introducing: Finance Fridays workshops


As featured in the Guardian, Finance Fridays are fun 45-minute group video workshops for you to complete tasks you’ve been putting off.

Be accountable: tackle financial tasks independently, together – one Friday every month.

Guided by financial coach: be motivated and guided throughout your session by a financial expert.

Get handy tips: share and receive financial tips with your colleagues.

How it works workshops

Unmissable monthly webinars to keep your team motivated


Join our financial wellbeing webinars each month to access useful information and resources and feel empowered to make informed financial decisions. 

New topic every month: topics cover everything from budgeting, to buying a property, to managing family money amid the cost of living crisis.

Led by an expert financial coach: you get the best of our in-house coaches’ knowledge, distilled into an accessible and inclusive format.

Watch live or on-demand: you can choose whether to watch each webinar as it happens or catch up later.


Analyse and report on your organisation’s progress


Measure Claro Wellbeing’s impact on key HR metrics, with additional tools only admins can see.

Protect privacy: anonymised, aggregated data views mean your employees' data will remain completely confidential.

Create custom reports: easily communicate the metrics that matter, like your team's benefit adoption rate, engagement rate and financial confidence score.

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Your data is completely private from employer

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Fully secure encryption

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Free for employees

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Access to tools, calculators, articles, videos and on-demand webinars

Employee confidentiality is always respected

Only employees can see their own personal financial data in the platform. All calls with financial coaches are completely confidential.


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“Absolutely fantastic, thank you Stacey. Using your tips, if I can plan my finances better, I will be able to use this on treating the family in the future.”
Santander workshop attendee
“Mike is great, easy to speak with and super knowledgeable. I especially liked how he got me considering different aspects of my financial health I had not considered.”
Coaching client
“This is really bringing to light what I have been overlooking. This presentation should become a quarterly session. Really worth its weight in gold.”
Santander workshop attendee

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Attract and retain great talent — without hurting your bottom line


Start bolstering your team’s financial health today.



say their employer should do more to support their personal finances


say their employer is doing either an average or below job of looking after their finances


say if their employer offered a financial wellbeing benefit, they’d use it

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