Employee Financial Wellness Programme

A service to enhance Employee satisfaction, performance and retention to benefit your Employees and your Organisation.

Employee Financial Wellness Programme

A service to enhance Employee satisfaction, performance and retention to benefit your Employees and your Organisation.

Why Your Business Needs This Programme

Leading research* shows that:

75% of Employees believe that Financial Wellness should be part of their Employer’s benefits or rewards package
60% of Employees say finance is their #1 source of stress
33% of Employees report that financial worries impair their concentration at work
25% attribute financial concerns to a decline in productivity and confidence at work
20.5% of Employees’ working hours each week are devoted to their financial concerns
48% of Employees would be more committed to staying with their Employer for a longer period of time if their Employer offered Financial Wellness benefits
Employees are over 20% more likely to stay with their Employer when provided with Financial Wellness and Education support

Such a decrease in Employee satisfaction, productivity, and retention hugely impacts your Business through unnecessary hiring and training expenses, as well as overall loss of revenue.

With 10-years’ experience operating our Employee Financial Wellness Programme, it is designed to enhance your Employee’s satisfaction by reducing their financial stresses and concerns, leading to the main benefit of the Programme: increasing your Employee’s performance and Staff retention.

Financial worries are not restricted to how much an Employee is paid, but also includes items such as being overwhelmed by the Swiss financial system, not knowing with whom to speak to organise their finances, being concerned whether they are doing the right things, and much more.

*Sources: PwC 2020, Prudential 2019, SoFi 2020 & 2024, Center for Financial Services Innovation (CFSI) 2017, The Harris Poll 2020

What Do Your Employees Receive From This Programme?

1-to-1 individual meetings (optionally, group presentations) each year with our qualified Advisers
Ongoing access to our professional team via phone or e-mail Monday to Friday
Invitations to live, Company exclusive, quarterly educational and Q&A webinars
A trusted source of financial information
Peace of mind knowing they have access to financial guidance and support
Reduced stress leading to increased productivity
A free Enterprise level subscription to Finance HQ by Patterson Mills for each Employee

Employees’ desire to improve their financial literacy and knowledge has doubled between 2023 and 2024, from 17% to 35%*.

Your Employees want to learn more, and our 1-to-1 or group meetings (held online or in-person) ensure a complete understanding of the financial system within which they are living.

Pairing these meetings with having qualified financial professionals an e-mail or phone call away at all times can greatly increase your Employee’s performance as they reduce their financial concerns and spend more time on their work tasks.

By providing this Employee Financial Wellness Programme, you show your Employees the additional level of value that you as an Employer, or your Company, provide.

To find out more about Finance HQ by Patterson Mills, our latest addition to this Programme, cliquez ici.

Another key facet of this Programme is Employee engagement.

This is why we do not only provide annual 1-to-1 or group meetings, but also send invitations to quarterly, Company exclusive, live educational and Q&A webinars that will cover relevant financial topics and engage your Employees on an ongoing basis.

Employees will receive a dedicated e-mail address of your choosing, provided by Patterson Mills (as an example, “CompanyFinancialWellness@pattersonmills.ch”).

Employees questions can relate to any financial questions or concerns they may have, be it personal finances, pensions, investments, taxation, or anything else.

What Does Your Business Receive From This Programme?

The Employee Financial Wellness Programme aims to achieve the following for your Business:

Increased Employee satisfaction
Increased Employee productivity
Increased Employee retention
Increased profitability
Decrease in unnecessary hiring and training expenses

This service is designed with your Company branding and we provide the option for you to have an exclusive webpage specifically for your Employees, hosted on our website.

For a demonstration of what this could look like, please follow this link.

This Financial Wellness Programme can also optionally be paired with our cost-effective, tailored investment strategy for your Employees’ Pillar 2 pension, helping you avoid unsuitable default investment packages whilst enhancing overall returns.

What Do Our Clients Say?

Our tried and tested service has a proven record of over 10-years, but don’t just take our word for it.

Here are some of the things our existing Clients have to say about our Programme:

Feeling relieved and confident

We are delighted that the Patterson Mills team are always ready to help and our staff really do “worry-no-more!” I highly recommend their services.

Head Team Administrator

Exactly what we needed

A service I did not know we needed, and now we cannot go without!

Company Secretary

Excellent service and team

Our employees have found great value from the service by Patterson Mills and hugely appreciate always having help at hand.

Global Head of HR

Names redacted for confidentiality purposes.

Pages associées

Forfaits pour les employés des entreprises Pillar 3a Service