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Money Coach for workplace

Money Coach for workplace

Building greater financial wellbeing through personalised financial education and coaching

Personalised digital and human money coaching, driven by data, at the moments that truly matter.

The opportunity

Engaging members through every life stage

For many pension providers, meaningful engagement doesn't begin until members are approaching retirement. Yet financial wellbeing is shaped by the decisions people make throughout their lives. Money Coach helps providers support members through everyday financial moments, building stronger financial wellbeing today and better retirement outcomes tomorrow.

The opportunity

Engaging members through every life stage

For many pension providers, meaningful engagement doesn't begin until members are approaching retirement. Yet financial wellbeing is shaped by the decisions people make throughout their lives. Money Coach helps providers support members through everyday financial moments, building stronger financial wellbeing today and better retirement outcomes tomorrow.

The opportunity

Engaging members through every life stage

For many pension providers, meaningful engagement doesn't begin until members are approaching retirement. Yet financial wellbeing is shaped by the decisions people make throughout their lives. Money Coach helps providers support members through everyday financial moments, building stronger financial wellbeing today and better retirement outcomes tomorrow.

The opportunity

Engaging members through every life stage

For many pension providers, meaningful engagement doesn't begin until members are approaching retirement. Yet financial wellbeing is shaped by the decisions people make throughout their lives. Money Coach helps providers support members through everyday financial moments, building stronger financial wellbeing today and better retirement outcomes tomorrow.

The solution

How Money Coach transforms member engagement

The solution

How Money Coach transforms member engagement

The solution

How Money Coach transforms member engagement

The solution

How Money Coach transforms member engagement

Life moments

Helping members when it matters most

Connect pensions to the things members care about, making financial education more relevant, and encouraging engagement throughout working life.

Life moments

Helping members when it matters most

Connect pensions to the things members care about, making financial education more relevant, and encouraging engagement throughout working life.

Life moments

Helping members when it matters most

Connect pensions to the things members care about, making financial education more relevant, and encouraging engagement throughout working life.

Life moments

Helping members when it matters most

Connect pensions to the things members care about, making financial education more relevant, and encouraging engagement throughout working life.

Employer reporting

Evidence financial wellbeing & inclusive governance

Measure engagement, track outcomes and provide employers with the insights they need to demonstrate the impact of their financial wellbeing strategy.

Employer reporting

Evidence financial wellbeing & inclusive governance

Measure engagement, track outcomes and provide employers with the insights they need to demonstrate the impact of their financial wellbeing strategy.

Employer reporting

Evidence financial wellbeing & inclusive governance

Measure engagement, track outcomes and provide employers with the insights they need to demonstrate the impact of their financial wellbeing strategy.

Employer reporting

Evidence financial wellbeing & inclusive governance

Measure engagement, track outcomes and provide employers with the insights they need to demonstrate the impact of their financial wellbeing strategy.

Targeted support

Make Targeted Support feel truly supportive

Combine education, coaching and personalised nudges to create targeted support journeys that build confidence before encouraging action.

Targeted support

Make Targeted Support feel truly supportive

Combine education, coaching and personalised nudges to create targeted support journeys that build confidence before encouraging action.

Targeted support

Make Targeted Support feel truly supportive

Combine education, coaching and personalised nudges to create targeted support journeys that build confidence before encouraging action.

Targeted support

Make Targeted Support feel truly supportive

Combine education, coaching and personalised nudges to create targeted support journeys that build confidence before encouraging action.

Future-ready

Stay ahead of the market

Keep your proposition relevant with innovative digital experiences that meet evolving member expectations. AI Coach is just one example of how Money Coach helps providers innovate quickly and safely.

Future-ready

Stay ahead of the market

Keep your proposition relevant with innovative digital experiences that meet evolving member expectations. AI Coach is just one example of how Money Coach helps providers innovate quickly and safely.

Future-ready

Stay ahead of the market

Keep your proposition relevant with innovative digital experiences that meet evolving member expectations. AI Coach is just one example of how Money Coach helps providers innovate quickly and safely.

Future-ready

Stay ahead of the market

Keep your proposition relevant with innovative digital experiences that meet evolving member expectations. AI Coach is just one example of how Money Coach helps providers innovate quickly and safely.

Case study

Standard Life

Standard Life wanted to engage members long before retirement. Together, we've created Family Finance Hub, a life-centric Money Coach experience that supports members through the financial decisions they face throughout life, building stronger engagement and better retirement outcomes.

Case study

Standard Life

Standard Life wanted to engage members long before retirement. Together, we've created Family Finance Hub, a life-centric Money Coach experience that supports members through the financial decisions they face throughout life, building stronger engagement and better retirement outcomes.

Case study

Standard Life

Standard Life wanted to engage members long before retirement. Together, we've created Family Finance Hub, a life-centric Money Coach experience that supports members through the financial decisions they face throughout life, building stronger engagement and better retirement outcomes.

Case study

Standard Life

Standard Life wanted to engage members long before retirement. Together, we've created Family Finance Hub, a life-centric Money Coach experience that supports members through the financial decisions they face throughout life, building stronger engagement and better retirement outcomes.

Our approach

Turning ideas into impact

1

Bring your customer strategy to life

Turn your target engagement model into a practical customer experience.

2

Rapidly move into a live sandbox

Move from concept to a live solution in weeks, generating real customer insight.

3

Pilot, learn and optimise

Test and iterate with real customers, building the business case to scale.

4

Embed & scale

Integrate technology, unlock data value and upgrade human capability.

Our approach

Turning ideas into impact

1

Bring your customer strategy to life

Turn your target engagement model into a practical customer experience.

2

Rapidly move into a live sandbox

Move from concept to a live solution in weeks, generating real customer insight.

3

Pilot, learn and optimise

Test and iterate with real customers, building the business case to scale.

4

Embed & scale

Integrate technology, unlock data value and upgrade human capability.

Our approach

Turning ideas into impact

1

Bring your customer strategy to life

Turn your target engagement model into a practical customer experience.

2

Rapidly move into a live sandbox

Move from concept to a live solution in weeks, generating real customer insight.

3

Pilot, learn and optimise

Test and iterate with real customers, building the business case to scale.

4

Embed & scale

Integrate technology, unlock data value and upgrade human capability.

Our approach

Turning ideas into impact

1

Bring your customer strategy to life

Turn your target engagement model into a practical customer experience.

2

Rapidly move into a live sandbox

Move from concept to a live solution in weeks, generating real customer insight.

3

Pilot, learn and optimise

Test and iterate with real customers, building the business case to scale.

4

Embed & scale

Integrate technology, unlock data value and upgrade human capability.

See Money Coach in action

Move beyond transactions & create lasting value.

See Money Coach in action

Move beyond transactions & create lasting value.

See Money Coach in action

Move beyond transactions & create lasting value.

See Money Coach in action

Move beyond transactions & create lasting value.

© 2026 All Rights Reserved. Life Moments Ltd.

© 2026 All Rights Reserved. Life Moments Ltd.

© 2026 All Rights Reserved. Life Moments Ltd.

© 2026 All Rights Reserved. Life Moments Ltd.