Spend smarter, save smarter

Spend smarter, save smarter

Making employee decisions about their rewards, benefits and finances simpler.

Making employee decisions about their rewards, benefits and finances simpler.

We have seen a shift in our retirement savings industry towards a more holistic lifetime savings and financial education approach - not only focussing on pension savings.

The introduction of the Lifetime ISA in 2017, when fully supported by providers, will give employees another useful savings option. However, its complexity could have them running for the hills or making ill-informed decisions because they’re simply overwhelmed.

We’ve been working with a number of clients to remove complexity, aggregate benefits and help their employees make informed decisions based on their personal circumstances. By using data and self-segmentation profiling techniques, employees can quickly gain an understanding of the benefits they should consider, how they can manage debt and score their own financial wellbeing anonymously against their colleagues.

Spend Smarter, Save Smarter offers:

  • Employee Value Proposition (EVP)
  • Access to a full ‘employee deal’ (pay, benefits, reward, recognition, training etc.) with single sign-on between systems
  • BenefitsBot
  • Total Reward Statements
  • Money saving tips
  • Debt consolidation
  • Financial wellness benchmarking

Please contact us to find out more and/or arrange a demo.

Connect with us

 

Request for proposal

 

Submit

A year on from Freedom and Choice

In 2015 headlines predicted a sudden spending spree by retirees following new Freedom

 
Read more

KPMG Pilot

DB and DC pensions education, modelling and informed decision-making tool for members.

 
Read more

Rethink Pensions

Helping inform your next move.

 
Read more

KPMG Fusion

Make informed strategic decisions about your DB pension scheme using our online tool.

 
Read more