A SMARTER EMPLOYEE BENEFIT

Financial guidance for your whole team.

Give employees direct access to clear mortgage and protection advice, supported by market updates and dedicated advice sessions.

Support employees can actually use

Housing costs, mortgage rates and financial protection affect almost every workforce.

01

Quarterly market updates

Plain-English updates on mortgage rates, lender changes and issues affecting homeowners and buyers.

02

Employee advice sessions

Confidential one-to-one appointments online, by telephone or at your workplace.

03

Workplace webinars

Useful sessions for first-time buyers, remortgagers, landlords and people reviewing protection.

04

Dedicated booking route

A simple pathway that helps employees reach the right adviser quickly.

Topics we can cover

Shape the programme around your headcount, locations and working pattern.

01

Buying and affordability

First homes, moving, deposits, budgeting and Agreements in Principle.

02

Remortgaging and rate reviews

Preparation before a deal ends and comparison of overall costs.

03

Varied income

Self-employed applicants, contractors, directors and foreign income.

04

Protection

Life cover, critical illness cover, income protection and general mortgage Q&A.

Build a useful financial wellbeing benefit.

Tell us about your organisation and how employees should access support.