LifeStage

LifeStage is a people-first financial wellbeing solution designed to empower employees at every stage of their financial journey. Combining innovative technology with expert human support, it provides a holistic approach to achieving lasting financial confidence.

Our solution stands out through meaningful, personalised engagement. From an intuitive onboarding process to ongoing tailored guidance, LifeStage ensures every employee feels supported. Whether it’s a comprehensive financial review, a customised plan, or regular check-ins, we adapt to life’s changing demands to help employees take control of their money.

Financial stress affects over 40% of UK employees, costing employers an estimated £1,500 per stressed employee annually due to reduced productivity and increased absenteeism. LifeStage directly addresses these challenges by equipping employees with a dynamic app featuring tools for budgeting, saving, and goal tracking. Alongside expert human advice, it builds resilience and confidence in managing financial pressures.

For employers, LifeStage is a strategic asset. It enhances recruitment by demonstrating a commitment to employee support, a priority for 77% of job seekers. It strengthens retention by reducing burnout linked to financial worries, which accounts for 25% of turnover in the UK.

Additionally, it supports compensation strategies for higher earners by offering added value through financial planning and wellbeing services, reducing reliance on continued salary increases.

LifeStage supports workforce management, particularly as the ageing population reshapes employment dynamics. Our solutions address intergenerational needs, from younger employees building financial foundations to older workers planning for retirement. Flexible subscription options ensure our services fit your organisation’s unique requirements. Tailored insights and data trends enable employers to refine strategies, enhance productivity, and create a happier, more engaged workforce.

LifeStage isn’t just a benefit – it’s a transformative investment in people and business.