Uncovering the hidden link between social mobility and financial planning in the workplace

Two employees can earn identical salaries, yet experience vastly different financial lives. For decades, the UK has overlooked the critical link between financial resilience and career progression. This white paper introduces new research showing how personalised financial planning acts as a missing lever, changing behaviours and driving long-term security more effectively than traditional mentoring or networking alone.

Inside, we explore how to:

1. Address the hidden disparities affecting 39% of the UK workforce.
2. Move from awareness to practical action that builds real security.
3. Increase confidence and pension participation across your entire team.
4. Provide the stability needed for talent to take the next step.