Affinity Connect Information

Affinity Connect is a financial wellbeing and retirement specialist in the public sector - helping those in the workplace to improve their financial future. Established in 2001, our financial coaches work with hundreds of organisations in the public sector by providing financial education, covering topics such as retirement, lifetime allowance, annual allowance and redundancy. Engagement is driven by utilising campaigns to create awareness of upcoming programmes. Digital nudge technology is also used to encourage participation to maximise take-up. Further digital support can also be provided through interactive tools such as the Financial Healthcheck. All our interactions are measured and can be benchmarked against the industry standard to fully understand the impact. Following any intervention, for those wishing to understand their personal financial situation, as we are part of the Wealth at Work group, employees may also benefit from other services within the group, including a helpline through my wealth. At this point, they can provide access to a savings platform, or regulated financial advice. The advice service supports those who need specific recommendations which is particularly useful for those at retirement. It is also beneficial for those in retirement who may need to adapt their retirement planning in line with their changing needs.