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LIFESTAGE: BOOSTING FINANCIAL CONFIDENCE FOR A HAPPIER, HEALTHIER WORKFORCE

Technology that simplifies money management. Helping your employees manage their money today, tomorrow and in the future.

Financial confidence in the palm of your hand

LifeStage is an app that caters to your entire workforce’s financial needs. Using an open-banking framework, it allows your employees to visualise their money today, tomorrow, and into the future. In the palm of their hand your employees will have a real-time view of their overall finances and access to support and financial advice as needed.

An employee benefit that lasts a lifetime…

The power of financial confidence

Gift control and clarity over their finances to your employees, reducing stress and boosting their confidence to make informed financial decisions.

A mind clear of money worries

Financial stress is a major contributor to poor mental wellbeing. LifeStage allows your employees to focus on living life without financial worries.

Individual financial planning

Personalised advice that adapts to your employees’ life stages, ensuring they're prepared for significant milestones like buying a home, starting a family, and retiring.

Happy employees

Employee benefits are a crucial component to job satisfaction and loyalty. Provide your employees with valuable financial support, making your company an employer of choice.

The business case

Reduce turnover rates by addressing financial stress, helping your employees feel secure and valued, saving on recruitment and training costs.

Data-driven insights

We can give you detailed financial and demographic insights to help you make informed decisions about employee benefits and workforce strategies, that work for your business.

Why LifeStage?

If you’re an employer looking to provide real value to your employees and your business – LifeStage is the benefit for you!

Comprehensive financial insights

A real-time view of their financial resources, including income, expenses, savings, and investments. Help your employees visualise their money today, tomorrow, and into the future with ease.

Expert financial advice

Access to support and personalised financial advice whenever your employees need it. Lifestage connects with experts who can help your employees navigate complex financial decisions and plan for major life events.

Tailored support for every LifeStage

Whether people are starting their career, planning for retirement, or anywhere in between, LifeStage offers customised financial planning to suit your employees' unique needs.

What is LifeStage?

LifeStage is brought to you by WPS Advisory with a mission to offer personalised guidance, advice and wider services relating to financial wellbeing. The brilliant bit is that it adapts to your employees’ unique needs, at different stages throughout their working life and beyond. Our goal is to help your employees make informed financial decisions and boost their confidence in dealing with financial matters.

LifeStage’s service ranges from the stand-alone app with bitesize financial guidance videos, to fully-advised solutions with annual discussions around your employees’ financial goals. There is a level of support to suit everyone.

Our LifeStage App is available through both the Apple App Store and Google Play Store.

A word from our partners...

LifeStage is brought to life in partnership with our partners:

Moneyhub’s goal is simple; to work with its clients to improve the financial wellness of people, their businesses, and their communities. Hundreds of companies use its award-winning, ISO 27001 certified Open Banking and Open Finance technology to better understand their customers through data so they can comply with Consumer Duty, deliver them more suitable products, and automate money management or payments to ultimately increase their capacity to spend, save or invest more.

Guiide has now been available to help savers plan their retirement for around four years now. It has gained excellent customer feedback over this time. It is a product of over 25 years of technical experience in the pensions space, alongside a real world feel for understanding how everyday people view pensions. The result is a simple to use planning, modelling and live tracking platform to help people create and maintain a customised sustainable income plan. This plan uses everything someone has available to get what is needed, whilst reducing the risk of running out of money, overpaying tax or charges.

What's included in LifeStage?

Your employees can access a range of key services to support financial confidence and wellbeing both directly and through our trusted partners.

These services include:

Legal services, including wills and Power of Attorney
Accountancy services
Guidance in the funding of long-term and later life care for your loved ones
General insurance, including car, home and contents insurance
Debt management
State Benefit assessment
Annuities at retirement

We also offer fixed-price financial advice, across savings, mortgages, insurance, pensions and investments.

Our trusted partners are all fully vetted so we can be sure that our customers will be in safe hands.

Find out more

We’d love to hear from you