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Sector insight

The pressure picture in financial services right now.

Conduct risk, disclosure pressure, front-office intensity. Your people are managing both client performance and regulatory exposure simultaneously. That combination drives some of the highest mental health support demand of any UK sector. The organisations that stay ahead of it are the ones measuring it, not just responding to it when someone hands in notice.

What good looks like

Seven things that change
when you have the right
infrastructure.

01
Commission-only broking

No management fees layered on top of commissions. No platform fees. No advisory charges. Standard broking commission is your only cost.

02
Benefits people know about and use

Medical cover through Bupa, Vitality, AXA Health. Income protection. Dental. Critical illness. Mental health pathways. But none of it matters if nobody knows it exists. Clear communication makes the difference.

03
Burnout risk identified before it becomes a conduct event

The Job Demands-Resources framework shows where unsustainable pressure is building. The IWE captures financial wellbeing specifically - a domain that drives everything else. Identify the risk early.

04
Retention data that goes beyond exit interviews

The IWE shows you which teams are at risk now, before they leave. Engagement scores, absence patterns, financial stress - the data tells you where retention is actually fragile.

05
Research-validated measurement for the board

Not a survey. Not opinions. Statistically reliable, benchmarked measurement. When you report on people risk to the board, you're showing data that stands up.

06
Insurance spend activated

Your group scheme includes mental health pathways, EAP, physio. Most employees never reach them. The IWE identifies the need, surfaces the right policy service, and shows the employee exactly how to access it - turning passive insurance into active support.

07
HRIS integration and automated enrolment

Connect your HRIS once. Starters enrol automatically on day one. Leavers are removed instantly. Where your HRIS holds sickness data, we pull it into the wellbeing picture so you see absence alongside broader context.

What's included as standard

The infrastructure, full stop.

  • FCA-regulated broking model
  • Platform (all employees, all features)
  • Year-round communication (templates, calendar, guidance)
  • The IWE (wellbeing assessment, benchmarking, team dashboards)
  • Signposting (mental health, EAP, physio - integrated)
  • HRIS integration (or manual setup in 2 minutes)
  • Dedicated support (onboarding, launches, troubleshooting)

Getting started takes a letter of appointment and a standard data export - approximately two minutes. Or we integrate directly with your HRIS.

See if we're a good fit.
No obligation. Quick call to see whether we can help.
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Ready to improve how your people perform?

See if we're
a good fit.

No audit. No sales pitch. Just a conversation about whether we can help solve the specific pressures your business faces.