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.
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.
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.
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.
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.
Fully secure encryption
Free for employees
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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Trusted by
Attract and retain great talent — without hurting your bottom line
Start bolstering your team’s financial health today.
69% |
say their employer should do more to support their personal finances |
78% |
say their employer is doing either an average or below job of looking after their finances |
76% |
say if their employer offered a financial wellbeing benefit, they’d use it |
