Lifetime financial planning for employees.
Better financial outcomes
Endplan is a workplace financial health platform to help employees take control
Protect your estate
Track, protect and ensure safe transfer of assets accumulated throughout life.
Think long term
73% employees do not think they are saving enough for later life
49% of all employees do not feel their employer cares for their financial health
With a third of UK professionals actively looking for new work or new roles, businesses now need to go beyond physical and mental wellbeing to help retain & protect their team.
- Long term benefits are most valued by employees
- Remote & hybrid workers need more care
- Financial planning for everyone not just the wealthy
Financial planning improves mental health
Building knowledge, providing tools and support can go a long way in helping employees take control, feel happier and more confident with their lifetime financial health.
Pensions & long term support are the most valued benefits across all age groups
Money worries, concerns about loved ones and anxiety over contracting Covid-19 have all taken their toll on our mental, financial and physical health. Endplan helps employees take back control by understanding their lifetime wealth in one place.
Today, assets are digital, physical and emotional that are scattered across custodians. Endplan helps employees take control of alternative assets – benefits, playlists, documents,identity, contracts and more.
Track, Protect & Transfer
your lifetime assets
Track your assets, benefits & more —
• Track your employee benefits, what they are and who to contact
• Track your estate value & networth
• Store documents that prove ownership and location
• Use your Endplan to Create or update a Will
Protect your estate, top up protection —
• Make sure you understand what your policy is, how muchis covers and who for
• Top up your policy with extra cover for you or yourfamily with income, illness or health insurance
Safe transfer —
• Give your family peace of mind by ensuring safe transferof your benefits, assets and more with Endplan
• Create a bucketlist to get more out of life. Leave some love with a deathwish.
Let's talk.
If you’d like to find out how Endplan could improve the financial health of your employees or the productivity of your organisation, please fill in the form and we’ll be in touch.
