Evelyn Partners Moneyhealth

Improve your financial wellbeing and get 1-1 financial coaches, powerful tools and expert resources with Moneyhealth, Evelyn Partners’ financial wellbeing employee offering Get ongoing support from a finance professional, organise your finances with our Health Check, Analyse, and Goals features, and increase your financial confidence with our Library of straightforward guides. Here’s what you can expect on Moneyhealth… GET STARTED IN 2 MINUTES You’ll immediately get matched to a professional financial coach, so there's always someone you can turn to. Moneyhealth is completely free to use if your employer is signed up. Unsure if your company has Moneyhealth? Speak to your HR team. RECEIVE DEDICATED SUPPORT Are you achieving your goals? Is your pension in good shape? Are you paying too much tax? How long will it take to get on the property ladder? If you’re not sure, send a message to your coach or book a call for 1:1 support. Just so you know, your coach can offer you guidance and support with your finances and plans, but they cannot offer you financial advice. TRACK YOUR FINANCES Connect your financial accounts to Analyse your budget and track your spending. You can set-up nudges and notifications to help you stay on track, and get guidance from your coach if you need a helping hand. CREATE YOUR ROADMAP Want to pay off debt? Save for a house deposit? Or start investing? Whatever your hopes and dreams for the future, you can map out your financial life with long-term Goals on Moneyhealth and track them automatically. TACKLE YOUR CONCERNS Looking after our finances can be stressful and confusing at times. With Moneyhealth you can speak with an expert, in a safe, confidential space, whenever you need to. No judgment, and complete privacy for your peace of mind, if things ever feel too difficult. IMPROVE YOUR FINANCIAL FUTURE Unsure what insurance you need for your health, mortgage, or holiday? With Moneyhealth’s Library, Tools, and Calculators, you’ll be able to find the answers you need. SECURE, REGULATED, CONFIDENTIAL All of Moneyhealth’s coaches are professionally-qualified and completely impartial. All conversations on the platform are confidential and encrypted. Bippit Limited, Moneyhealth’s platform provider, is authorised and regulated by the Financial Conduct Authority and registered with the Information Commissioner’s Office (ICO). More information, including the terms and conditions for the platform, can be found by visiting https://www.bippit.com/privacypolicy. At Moneyhealth, we help employees at businesses of all sizes, by providing everyone with a confidential safe space to talk about money. So we can all get the guidance we might need from time to time, from a trusted professional expert, to deal with our concerns and help achieve our financial goals. We do this because we want to help build a society where everyone has access to expert support, no matter your situation or starting point.