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Financial Wellbeing for Employees.

Create a sound financial future for your employees with PACEUPinvest® that
gives them tools to manage their finances.

Arrange an initial consultation

It is no secret that the COVID-19 pandemic dramatically altered the way we live and work. That is obvious even if you are not spending hours on zoom from your home office, intermittently being interrupted by kids and/or pets. What is less obvious is the impact on people’s finances and financial wellbeing. We know that many people, especially women, either lost their jobs or resigned to care for family members, but we don’t see the impact on their bank accounts. We see those who remained employed during but pandemic, but it’s not obvious that their financial stress is on the rise, with 57% of employees surveyed by PwC saying their “financial stress has increased since the start of the pandemic.” We may know individuals who took part in the “Great Resignation” in the hopes of finding more fulfilling work or recovering a work-life balance that was lost, but we don’t see their worries about retirement plans that are now off track.

Given the current situation, it's no longer possible to ignore the impact financial strain has on an individual’s overall wellness. This has implications for how businesses approach the well-being of their employees. The Harvard Business Review predicts “wellness” will replace employee engagement as the new measure organisations will use to capture the “financial health, mental health, and physical health of their employees to more accurately predict employee performance and retention. Neglecting the financial aspect of wellness when creating a Social sustainability program for ESG can have a very detrimental effect on both employees' and the employers’ bottom line.

PwC Employee Financial Wellness Survey

57%

of employees are stressed about their finances.

European Agency for Safety and Health at Work

600

billion euros are lost to stress each year, especially financial stress.

here to help

We are Here to Help

The signs are there: reduced productivity, missed deadlines, increased absenteeism and sick days, tension and rifts; and the culprit is obvious - financial worries.

Yet, very few companies have tried to deal with the root of the problem. Most are comfortable throwing more money at it, but the only lasting solution is what you guessed all along: financial education.

Our Approach to Financial Education

PaceUP Invest provides tailored financial education/literacy solutions that integrate communal and individual programs to help each staff build financial resilience and accumulate wealth with or without a raise.

Our self-paced eLearning and on-site packages will empower your staff to take control of their finances by giving them the skills to be proficient at budgeting, saving, investing, retirement planning and estate planning.

We also offer special packages for women to help close the gender pension gap and the gender investing gap.

Benefits of Financial Wellness Programs

The PwC 2018 Employee Financial Wellness Survey asked employees about the benefits of financial education at work:

41%

Got their spending under control

39%

Prepared for retirement

31%

Paid off debt

27%

Saved for major goals e.g. home, education

23%

Better managed their investments/assets

12%

Better managed healthcare expenses or saved for future healthcare expenses

We are able to
deliver measurable
results by targeting three major areas

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Budgeting & Debt Management

We help your staff establish a routine that will see them systematically keep their spending in check and lower their debt ratio over time.

Savings & Investments

From building an emergency fund to investing in the stock market, we cover everything that will enable your staff build sustainable wealth.

Retirement & Estate Planning

We incorporate your firm's pension strategy into this comprehensive approach to empower all of your staff retire comfortably and help the family remain financially buoyant in the case of untimely death.

Services

workshops

Financial Workshops

Audience

Everyone in your organisation is
encouraged to participate.

Agenda

The workshop can run for 90 minutes,
several days or every year for
continuous development.

Advantage

By training every member of your
organisation, there will be increased
accountability and goal achievements.

coaching

Financial Coaching

Audience

One on one

Agenda

Each person will be allocated to
a coach that wll focus on their
particular needs.

Advantage

Everybody's financial situation is unique,
so one-on-one coaching will bring out the
best in each employee.

coaching-group

Financial Coaching (Groups)

Audience

4-10 individuals at a time

Agenda

We will group staff based on goals and
attainment level and coach them over
a minimum of 3 days.

Advantage

This is a deeper dive than the workshops,
thus leading to quicker and longer
lasting results.

workshop-women

Financial Workshops for Women

Audience

Female employees only.

Agenda

The workshop can run for 90 minutes
or several days based on your needs.

Advantage

Reduce the pension gender gap and
financial literacy gap by ensuring
women's financial inclusion.

Our financial education methodology
is structured to deliver consistent,
measurable results

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Backwards Planning

Ensure that the workshops support the employees to progress toward pre-defined outcomes.

Active Learning Techniques

Include visual, social, self-regulated, and project-based learning.

Audience Adaptation

PaceUP Invest will adjust activities to support learners at different levels.

Motivation & Reasons

PaceUP Invest will help your staff determine their personal reasons and motivations for adopting positive financial behaviours.

Ongoing Education

PaceUP Invest will try to include long-term follow-up and support to encourage permanent change is needed.

Application

Include activities so students act on what they learned and practice completing real-world tasks.

Some of the Topics We Cover

  • Budgeting: personal budgeting, savings, and expenses
  • How behaviour affects the way we invest and stay invested
  • Relationship with Money: Money scripts and how to deal with them
  • Building financial resiliency
  • Investing: purpose, planning, and choosing your investments
  • Pension and retirement planning
  • Understanding risk and diversification
  • Developing investment policy statement
  • Estate planning and intergenerational wealth
  • ESG investing
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Value Add for Your Organisation

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Employees feel less stress and more in control of their money which ultimately increases their confidence and improves mental wellness.

These translate into employee satisfaction which is important for your organisation to succeed.

Your company will be tackling the S part of ESG via employee training, fairer pay structures and inclusivity.

Show that through this investment in the form of financial workshops for your employees that you are about what is most important to them.