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Employee financial wellbeing: practical guidance

Organisation: CIPD


Offering financial advice to your employees might seem complicated – it can be difficult to know when general forms of support become regulated advice. The Chartered Institute of Personnel Development (CIPD) have created this PDF guide to help you safely signpost to sources of help so your employees can make better financial choices.

The booklet includes advice on assessing the needs of your employees, building support from senior leaders, and case studies of these steps being put into action. You will also find a sample survey you might want to share with your staff, and a checklist to help you understand where your organisation might need further support.

It is aimed at leaders and HR professionals in organisations of all sizes and in all sectors. You do not have to be a CIPD member to access this resource.


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Organisation: CIPD
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CIPD is the professional body for HR and people development.

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