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FINANCIAL EDUCATION

Financial education without the jargon

Confident decisions start with the right questions - but it’s hard to know what to ask. Thrive’s financial education journey builds money confidence, boosts wellbeing, and helps your team engage with their finances, all while lifting productivity for your business.

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Seamless Integration

Learn with Thrive Academy
Self-guided support that’s tailored to all of life’s financial milestones.
Thrive Academy is a take-what-you-need learning hub packed with short videos, tools and lessons.  From budgeting and goal setting to ISAs and retirement planning, your team can dip in and out of relevant topics and go at their own pace, building confidence over time.
What it involves:
  • Bite-sized video lessons.
  • Jargon-free explanations.
  • Accessible 24/7 via the Thrive app.
Learning becomes simple, approachable and on their terms, with no pressure, no judgement. Empower your team with everything they need to start thriving with money.
Talk it through with a financial coach
Real conversations that build real confidence.
When your team’s ready to dig deeper, they can chat directly with an independent financial coach through the Thrive app.  
Our coaches are here to answer questions confidentially, build understanding and help turn uncertainty into action.
What it involves:
  • 1-to-1 chats in-app or via phone.
  • Support with budgeting, saving, pensions and more.
  • Friendly, down-to-earth guidance.
  • Independent and confidential sessions.
Your team gets personal and confidential support helping ease stress, boost wellbeing and build better money habits.

Need something more?

Some questions need more than a chat; they need expert answers and recommendations.
If our coaches think someone may benefit from more specialist help - like advice or recommendations on investments - they’ll refer them to a qualified financial adviser who can offer regulated, personalised guidance tailored to their situation.
What it involves:
  • Seamless referral process through your Thrive financial coach.
  • Access to qualified, regulated financial advisers.
  • Tailored advice for more complex financial needs.
  • Still independent. Still confidential.
With this deeper level of support, your team’s never left guessing, while your business delivers a complete financial wellbeing solution that shows your team they’re genuinely backed.

Coach or adviser? Here’s the difference

Both are here to help, they just support you in different ways.
At Thrive, your team can start with a financial coach for everyday money questions and move on to a qualified adviser when they need expert, regulated advice. Here’s how they compare:
Financial Coach
Financial Adviser
Confidential
Yes.
Yes.
What they do
Help with everyday money decisions and build good habits.
Give tailored, regulated advice on complex financial matters.
Typical questions
“How do I budget?”
“What’s salary sacrifice?"
“Am I saving enough?”
“Should I consolidate my pensions?”
“What’s the best investment for me?”
“How can I plan for retirement?”
Support style
Friendly, practical guidance - no jargon or judgement.
Regulated, in-depth advice based on your personal circumstances.
How it works
Chat in the app or book a call with a coach.
Referred by a coach when expert advice is needed.
Cost
Included as part of your Thrive membership.
Adviser fees will apply
For a more in-depth take on the difference between the two, take a look at our Coach vs Adviser guide here.
A journey that grows with your team
From first steps to expert advice, Thrive gives your team the knowledge, tools and reassurance to feel more confident with money, and more supported at work.

When your team thrives financially, your business thrives with them. A company that cares about their employees attracts and retains the top talent, and you’re one step away from being an industry leader in employee financial wellbeing.  

To learn more about your team's educational journey with Thrive, book a demo here.  

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Thrive’soffering is powered by Smart Pension, a UK, award winning, workplace pensionprovider.

Thrive X Smart Pension

Thrive’soffering is powered by Smart Pension, a UK, award winning, workplace pensionprovider.

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Default fund – Smart sustainable Growth Fund

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