Financial education and wellbeing

How are we doing this?

That’s why we’re working with Salary Finance to offer an employee benefit that helps improve financial wellbeing and gets people into an all-important regular savings habit. Employees simply choose a regular amount they want to save. This is then taken straight from their salary and deposited into a Yorkshire Building Society easy access online savings account.

Why is it important?

Starting and keeping up a regular savings habit is a big driver of financial wellbeing and saving small amounts directly from your salary, before it gets caught up in everyday spending, is a simple way to achieve this” said Martin Nellist, Client Experience Manager.

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How Salary Finance helps

The Salary Finance financial wellbeing hub helps employees take control of their money. Employees can make a positive change by:

Building Savings

Saving straight from their wages to help employees to save for what they want in life. Yorkshire Building Society provides savers with an online savings account where savings are deposited. Deposits are protected by the FSCS.


Tips and guides on budgeting, saving and managing debt help build financial understanding.

Budgeting and
Saving Tools

Tools to help employees control household spending and plan how long or how much they need to save.


Salary Finance gives access to free credit score checks forever.

Employers know that their people are a vital asset and there’s a well-documented link between productivity and motivated, healthy and happy employees. So it’s no surprise that the flip side of this is the connection between money worries and stress resulting in increased absence and lower productivity.

That’s one of the reasons many employers now offer a Wellbeing Service which covers financial education and focuses on the physical and mental wellbeing of their people.

How we work with you

Working with Secondsight and WEALTH at work we’ve already successfully implemented a number of tailored workplace schemes to help employees understand how to get the most from their share plan and employer benefits.

This number continues to rise. Whether it’s delivering face-to-face sessions, simple animations or your own online portals, we can work with you to develop a financial education programme that suits the specific needs of your company and employees.

Through easy-to-access tools and information, we bring to life the advantages of share plans and other workplace benefits, helping employees make the right financial decisions in the moments that matter.

YBS Share Plans has been an active supporter and contributor to Workplace Financial Wellbeing (a LinkedIn group). The Group host regular events and conferences to share best practice. Email now to register your interest.

Register Here