young family putting money into a piggy bank

Financial wellbeing

Your financial wellbeing matters

We understand how difficult it can be to manage money and talk about financial worries.

Research continues to show that many people across the UK feel unsure about managing their finances day to day. The latest insights from the Money and Pensions Service highlight ongoing challenges with bills, credit, savings and financial confidence (source: maps.org.uk).

Financial wellbeing can change at different points in life. For some, it may be linked to unexpected events like illness, relationship changes or loss of income. For others, it can be the result of ongoing pressure from rising everyday costs and managing household bills.

Difficulty managing bills, planning ahead or feeling unsure about financial decisions can all affect your wellbeing. Ignoring these challenges can make things harder, so it’s often best to take action early and explore the support available.

If you’d like to talk about how we might be able to help, please get in touch. Our people will always aim to treat your situation with sensitivity and understand your individual needs.

We recognise we might not be able to help in every circumstance and you may need specialist support we can’t provide. Other organisations are better placed to offer you more specialist, impartial advice including:

MoneyHelper

Free and impartial help with money and pension choices, backed by the government. Tools which can be accessed via the MoneyHelper website include MoneyHelper's Benefits Calculator, designed to help people discover any additional benefits and social tariffs they could be entitled to.

Citizens Advice

Independent, and impartial advice.

Phone: see website for details

The Money Charity

Financial Capability charity, providing education, information, advice, and guidance to all.

Money & Pensions Service

A sponsored body focussed on ensuring people have guidance and information needed to make effective financial decisions.

National Debtline

Providing independent advice to help people manage their finances and debts through difficult times.

The Insurance Charity

They offer financial support and practical guidance to current and former insurance professionals, and their dependants in the UK and Ireland. If you’ve worked in insurance and experienced hardship you may be eligible for help.

Other agencies which offer support and information

Supportline keeps information on other agencies, support groups and counsellors throughout the U.K.

Zurich is not responsible for the content on external websites.

We care about your wellbeing

Our staff are trained to recognise a wide range of wellbeing needs. Find out more by visiting the following pages: