Our adviser wellbeing project aims to address the issue of low wellbeing in the money advice sector through both policy work and training and development initiatives.
We’ve already conducted the first two of three tracker surveys that will combine to form a Wellbeing Index next year, and we launched brand new wellbeing training for advisers and managers in October. You can read about our work in this area so far below.
Visit our training page to book one of our upcoming sessions for advisers or managers.
In June, we asked advisers to participate in our Wellbeing Survey. Some of the most urgent results we found were those around Coronavirus and workplace stress.
This report examines the impact of the crisis on adviser wellbeing in the workplace and sets out the primary stressors affecting them. It aims to offer a better understanding of the issues in order to clarify the type of change necessary.
Our research, Adviser Perspectives on a Workforce Strategy found that there is a need for greater focus on adviser wellbeing, and this project was launched to address the issue of low adviser wellbeing in the sector.