A complete learning programme, built by experts
Our personal finance courses help your team improve their financial know-how, whatever their starting point.
Help them build financial knowledge: your team can acquire essential financial knowledge and make their money work for them.
Pick topics: your team can choose topics as they 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 your team can learn.
An open-banking budgeting tool they'll actually use
Put an end to spreadsheet headaches with Claro Wellbeing’s budgeting tool.
Let your team see their money: your employees can see their daily spending in one place and set their monthly budget, using real-time data.
Budget traffic lights: your team will always know where they are in relation to their monthly budget, across all their bank and credit accounts.
Fully secure: they can connect their 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 team's coaching sessions delivered over Zoom.
Get expert guidance: your team can get feedback on their financial plans and have questions answered by an expert financial coach.
Gain perspective: employees can chat about specific personal finance challenges and discover options to move them forwards.
Introducing: Finance Fridays workshops
As featured in the Guardian, Finance Fridays are fun 45-minute group video workshops for your team to complete tasks they’ve been putting off.
Be accountable: tackle financial tasks independently, together – one Friday every month.
Guided by financial coach: your team will be motivated and guided throughout the session by a financial expert.
Get handy tips: your team can share and receive financial tips with their colleagues.
Unmissable monthly webinars to keep your team motivated
Your employees can join our monthly financial wellbeing webinar and get useful information and resources, while feeling 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: your team gets the best of our in-house coaches’ knowledge, distilled into an accessible and inclusive format.
Watch live or on-demand: your team 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.
“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.”
“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
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|