Affinity Connect is a financial wellbeing and retirement specialist in the public sector
– helping employees in the workplace to improve their financial future.
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Established in 2001, we work with hundreds of organisations by providing financial education, covering topics such as retirement, pension and tax allowances and redundancy.
Employee engagement is driven by designing campaigns to create awareness of upcoming education programmes and then digital nudge technology is used to encourage participation to maximise take-up. Further digital support can also be provided through interactive tools such as our Financial Healthcheck.
Following this, for those wishing to understand their personal financial situation, support is provided through a helpline from ‘my wealth’, part of the Wealth at Work group. At this point, we can offer access to investment advice, which provides specific recommendations on, for example, retirement planning and can adapt in line with changing needs. We also offer other investment options for those with simpler investment requirements.
Who we work with
THE NHS
LOCAL AUTHORITIES
THE CIVIL SERVICE
THE POLICE & FIRE SERVICE
CHARITIES
THE EDUCATION SECTOR