MoneyOwl Works:

A Corporate Financial Wellness Programme

MoneyOwl Works is a turnkey solution enabling companies to support their employees in saving and investing towards their retirement.

About MoneyOwl Works

MoneyOwl Works is a programme designed to help your employees to detect and manage their financial health with a Comprehensive Financial Planning screening that covers cashflow, net worth positions, personal financial ratios and CPF LIFE payout.

These efforts can demonstrate your care and responsiveness as an employer, and reaffirm your employees’ value as individuals and professionals.

Employees with financial peace of mind will be more focused and productive, ensuring that their companies continue to thrive.

MoneyOwl Works is a programme designed to help you better engage your employees in the area of personal finance, and foster better employer-employee relations.

These efforts can demonstrate your care and responsiveness as an employer, and reaffirm your employees’ value as individuals and professionals.

Employees with financial peace of mind will be more focused and productive, ensuring that their companies continue to thrive.

Your Employees Need Support

Studies show that the majority of people in Singapore are not financially
prepared for retirement – your employees could also be one of them. They need help through financial planning in order to guarantee their financial security and retirement readiness.

Among 2,000 working adults aged 21 – 65

1 out of 3*

do not invest and are financially unprepared for their retirement

Almost 50%

do not have 6 months worth of emergency funds

75%

are not on track with their retirement plans

*based on the latest research from OCBC Financial Wellness Index 2019

59
%

of employees cite financial or money matters as their main cause of stress, which also affects their work productivity.

*PWC 2019 employees’ survey

How MoneyOwl Works Can Help Your Company Thrive

People-centred employers are better at attracting and retaining talent. Protecting your employees’ long-term financial well-being is key to mutual growth and success.

Benefits to Your Employees

Give your employees the assurance of a solid financial foundation.

Benefits to Your Company

Look forward to a thriving organisation with happier, more secure employees.

How It Works

MoneyOwl Works is designed to complement the existing benefits at your company. We seek to empower employees with the confidence to take financial planning actions through 3 key approaches – interactive learning, engagement and application.

1

Comprehensive Financial Planning

Our programme curates solutions according to individual employees. Each employee is offered the opportunity to undergo their own Comprehensive Financial Planning journey – inclusive of a personalised, unbiased and actionable report and meeting with our adviser as an option.

2

Financial Literacy Workshops

We run customised workshops and provide the platforms and tools to enrich your employees’ personal financial knowledge and proficiency.

3

Engagement, Communication and Motivation

We use customised communication materials, exclusive events and more to promote the programme and incentivise employee participation.

Connect With Us

Every company has different goals and unique needs – we’re prepared to work with you to find the right solution for your employees. Leave your details below to receive a brochure with more information and have a discussion with our Corporate Financial Wellness representative.