Financial wellbeing for your team.
A return you can measure.
Money worries quietly drain focus, attendance and loyalty, and it shows up in your numbers.
We help smaller UK businesses ease that pressure with three simple things: a review of the benefits you already pay for, practical financial education for your people, and access to the Workplace Performance Hub.
Benefits review · Financial education · Workplace Performance Hub
No cost. No obligation until you decide to proceed.
One partner, four ways to help your people.
The free Workplace Review shows whether action is needed. Where it is, the programme works across four connected parts, held together by ongoing support, and each part is introduced only where it earns its place.
Benefits Review
Make what you fund work harder
Make sense of the pensions and benefits you already fund, and fix what underperforms. We often uncover real savings, from setting up salary exchange to trimming the fees that quietly erode your pension, before we spend a penny of yours.
Financial Education
Workshops that make money make sense
Easy-to-consume, employer-sponsored workshops that help your people understand how their money works, and see the real value of the benefits you already provide. Practical and jargon-free, with confidential one-to-one guidance where it is needed.
Workplace Performance Hub
Everyday wellbeing, in one place
Access, through independent partners, to a range of wellbeing services in one place, from saving for a first home to getting on top of debt. Introduced at no additional employer cost and managed on your behalf.
Advice, backed by Aetas Wealth
Regulated advice when it is needed
When an employee wants regulated financial advice, on pensions, retirement or their wider finances, it is there through Aetas Wealth. Workplace support and personal advice, joined up, from one trusted group.
Aetas Wealth is authorised and regulated by the Financial Conduct Authority (FRN 458421).
The numbers behind a recent engagement
Behind every absence figure is a person putting off opening a bill. When that worry eases, they bring their focus back to work, and they feel better for it.
Figures from a single 85-employee engagement. Every organisation is different. The types of return are consistent.
The Workplace Review
A four-step process. No cost or commitment until you decide to proceed.Every engagement begins the same way. Four short steps, light on your time, with full visibility at each point. Nothing is recommended, costed, or committed to until you have seen exactly what we propose and why. Most clients reach the proposal step within four to six weeks.
Initial conversation
Getting to know your business
A short introductory call, supported by a brief pre-meeting questionnaire that focuses the time.
Discovery
Identifying where the pressure sits
A deeper conversation that identifies where financial pressure may be affecting performance, and what is already in place to support your people.
Options
Shaping the right approach together
We review and discuss options together, designed for your size, practical to implement, and built around your situation.
Proposal
Where you decide whether to proceed
A written proposal setting out exactly what is recommended, the costs, and the expected return. This is the first point at which commitment is invited.
No cost · No obligation until proposal stage · Full programme from £140–£165 per employee per year · See fees
"We knew something needed to change, but we did not know where to start. The improvements to the pension alone justified the engagement many times over."
Senior leader, Bristol-based organisation
"One workshop and I finally understood my pension. I sleep better knowing where I stand."
Team member, following a workplace workshop
See the outcomes in practice
- Three pillars delivered: workshops, pension review, and ongoing governance
- Workplace Review provided at no cost to the organisation
- Two new employee benefit services introduced (Shop St and online wills) at no additional employer cost
- Pension improvements being implemented. Ongoing engagement in place.
The pressures are similar. The context is different.
The underlying challenge is the same across sectors, but what works, what fits, and what is commercially justifiable differs between a limited company, an LLP, and a larger corporate.
SMEs and mid-sized businesses
For business owners and leadership teams who see the cost but have limited appetite for overhead. Every engagement begins with the Workplace Review. Nothing is introduced without it.
For limited companiesLaw firms, accountancy practices and professional services
When support staff are financially stressed, the cost falls on your fee-earners, in management time, talent loss, and client relationship risk. We address it without adding overhead to the partnership.
For LLPs and professional practicesBuilt for smaller businesses, not big corporates.
Most wellbeing and benefits solutions are designed for large corporate employers. They rely on broad platforms, generic content, and the assumption that employees will engage independently. Uptake is low. Impact is hard to measure. The organisation is left wondering whether any of it made a difference. In a smaller business, the stakes are higher.
Commercially grounded, not sentiment-led
Every recommendation has a commercial rationale. If the numbers do not justify it, we say so. Fees are presented alongside the savings we identify.
Managed on your behalf throughout
Aetas coordinates delivery, handles employee communications, and oversees implementation. You retain full visibility without managing providers yourself.
The next step is a short conversation. No cost, no obligation.
Book a call directly with Matthew Steiner, or join one of our upcoming sessions to hear the thinking first. Both are provided at no cost and carry no obligation.
Book a call with Matthew
A focused, no-cost conversation with Matthew Steiner to identify where financial wellbeing could lift performance in your organisation, and what the gaps may be costing.
- No cost and no obligation beyond the conversation itself
- You come away with clarity, whether action is needed or not
- Available by video or phone, at a time that suits you
Financial Wellbeing: A Leader's Briefing
A 45-minute webinar via Zoom for MDs, FDs and senior leaders on how easing financial pressure lifts performance, and how to measure the return in your organisation.
- Speakers: Matthew Steiner and Daniel Cottam
- Regular sessions throughout the year
- No cost and no obligation
Related