Focuses on financial wellness by improving financial literacy, providing self-help tools and solutions and, if needed, access to professional help to plan and manage finances across different life stages.
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Plan Well
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- Understand financial health
- Manage financial health
- Retirement and legacy planning
Understand financial health
Enable employees to assess and understand their current financial health so they can identify improvement areas and suitable approaches for long-term prosperity..
Manage financial health
Uplift financial literacy and awareness among employees by providing alternative avenues and solutions, such as content on financial literacy and budgeting tools.
Retirement and legacy planning
Enable and guide employees to define their retirement needs and goals, track their progress towards their ideal retirement lifestyle, and provide advice and access to professional support.
Optional services to help you Plan Well
Voluntary Solutions
Our Voluntary Solutions complement and strengthen your core employee benefits offering, empowering employees to make the right decisions for them. These range from top-ups and conversion privileges on core plans, to standalone portable insurance products, with preferential terms which may include nil or reduced underwriting requirements and group rate discounts. For employees under group insurance schemes, we also offer unparalleled access to our range of life and health protection and long-term savings products, through our professional and dedicated distribution force.
plan well
Benefits of Voluntary Solutions
Affordable solutions designed for individuals
Waiver of pre-existing conditions and guaranteed acceptance with no underwriting
Portable, for a lifetime of security
Get in touch
Email our expert Regional Solutions team directly, or follow us on LinkedIn