Moneyfit+

Financial wellbeing for your employees

Financial worry continues to be one of the top causes of stress for employees, with organisations seeking practical ways to support their employees’ financial wellbeing.

MoneyFit+ provides a cost-effective solution for improving employee financial wellbeing by helping employees to feel more in control of their finances and make the most of the employee benefits and support available to them.

A dedicated company MoneyFit website

For PC, mobile and tablet with unique web address and QR code.

My Employee Benefits

Engage employees with the money saving benefits and support available to them including links to your intranet site and benefits platform and references to your benefits throughout the platform.

Money Modellers

Five modelling tools including the Missing out on Modeller to encourage employees to maximise pension savings.

Engagement Dashboard

View real time analytics including quiz results, financial capacity and stress, priority learning areas and data on additional quiz questions.

MoneyFit Monthly

Employees can sign up to MoneyFit Monthly which includes topical money news, stories, hints and tips.

MoneyFit+ Cashback Card*

For cashback of up to 15% on everyday shopping across 80 popular retailers including Argos, B&Q, M&S and Virgin Experience Days.

Live Financial Wellbeing Webinars*

Delivered by financial wellbeing and mental health consultants covering a range of topics including budgeting, mortgages, tax, pensions, money and mental health and live Q&A.

Launch support portal & live support

Access to a range of launch supportmaterials including email templates, creative assets, posters and digital content and live event support for Benefit Roadshows, Talk Money Week etc. including launch gifts and full size MoneyFit mascot.

See below for a full features comparison

Plus

    • Money Personality Quiz with animated results output
    • Up to 5 additional Quiz questions
    • Compare my Quiz results to company results
    • Learn About Money Resource Centre and Glossary of Terms
    • Employee benefits highlighted in Learn About Money
    • My Employee Benefits section including editable content and links
    • Access to a range of MoneyFit exercises aimed at improving financial wellbeing
    • Reference and links to employee benefits in MoneyFit Exercises
    • Help and support for debt emergency, scams, gambling addiction and mental health
    • Small Savings Add Up Modeller
    • Loan Interest Modeller
    • Savings Interest Modeller
    • Pensions Modeller with optional employer contributions
    • Missing Out On Modeller based on employer contributions
    • Unique modeller output link
    • Dedicated company MoneyFit website for PC, mobile and tablet with unique web address and QR code
    • Admin access to edit My Employee Benefits section
    • Admin access to edit modellers with company specific parameters
    • Real time engagement dashboard
    • MoneyFit + Cashback Card, digital or plastic with cashback up to 15%*
    • MoneyFit Monthly with topical money news, stories, hints and tips
    • Access a range of live webinars on financial wellbeing topics*
    • Access to Money and Mental Health Webinars*
    • Downloadable launch and post launch materials
    • On site support including launch gifts and full size MoneyFit mascot
    • Money Personality Quiz completions and results including additional questions
    • Money Stress and Capacity scores
    • Topic learning priorities
    • Page visits by topic area

Free

    • Money Personality Quiz with animated results output
    • Learn About Money Resource Centre and Glossary of Terms
    • Access to a range of MoneyFit exercises aimed at improving financial wellbeing
    • Help and support for debt emergency, scams, gambling addiction and mental health
    • Small Savings Add Up Modeller
    • Loan Interest Modeller
    • Savings Interest Modeller

*Optional features, additional fees apply depending on volumes and scope.