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Evelyn Partners has announced that automotive risk intelligence company Thatcham Research has signed up for its employee financial wellbeing service, Evelyn Partners Moneyhealth.
The platform provides staff at all income levels the “ability to take control of their personal finances” by benefitting from extensive guidance on saving, budgeting, debt, credit scores, tax, mortgages, financial planning, investing and more.
As part of the Moneyhealth service, senior managers with more complex financial affairs can tap into Evelyn Partners’ executive consulting service, gaining access to “extensive” expertise in wealth management, financial planning and tax with the option to sign up for formal, ongoing advice.
Furthermore, employees of all income levels can access a bespoke programme of financial wellbeing workshops run by Evelyn Partners’ practitioners with guides, webinars and in-person seminars covering a range of key topics from pensions and protection to budgeting, saving, investing and more.
Thatcham Research works in close partnership with insurers, vehicle manufacturers, technology providers and government, providing engineering-grade research and data to help minimise uncertainty presented by changes in technology and regulation.
Jacky Manning, HR manager at Thatcham Research, said: “In the current economic climate we understand that financial wellbeing is a significant factor for our colleagues, with such a range of differing circumstances, we needed to be looking at support wider than just traditional retirement planning. We sought to provide guidance to suit our colleagues throughout various key life events and with day-to-day financial budgeting.
“The Evelyn Partners Moneyhealth product provided a great platform and having worked with Evelyn Partners for a number of years we have confidence in their products.”
Tom Shave, partner at Evelyn Partners, said: “We are delighted that Thatcham Research has decided to roll out Evelyn Partners Moneyhealth to its staff. Our team looks forward to giving its employees the appropriate support they need to help them take control of their personal finances.”
