For employers, HR teams and professional partners
Financial wellbeing that people can actually use.
Lucro runs practical financial wellbeing workshops for teams, then helps employers make sense of the workplace pension, protection and health cover around them.
The short answer
A workplace session can be useful without becoming a sales pitch.
People often have questions about money but no obvious place to ask them. A well-run workshop gives them clear information and the confidence to make their own next decision.
For the employer, it is a practical way to support the team and identify where the pension, protection or health benefits are no longer keeping pace with the business.
Built around your team
Start with the question your people are already asking.
Choose the conversation
Money and mortgages, pension choices, protection, or the wider decisions that change when someone is self-employed, running a business or building a family.
Make it relevant
We shape the session around your people, their stage of life and the questions HR is hearing. It is not an off-the-shelf benefits presentation.
Leave a useful next step
People leave with clearer language, practical prompts and a route to further information. Any individual advice sits separately and only where appropriate.
Beyond the workshop
When the benefits need attention too.
A workshop can open the conversation. It can also show where the workplace arrangements deserve a closer look.
Workplace pensions
Administration, contribution structures and a review of whether the existing scheme still fits the business and its people.
Discuss the pension EducationFinancial wellbeing workshops
Useful sessions built around the questions employees are already asking, without turning education into a sales presentation.
Plan a workshop ProtectionEmployee protection
Cover for the people the business relies on, considered alongside key person, shareholder and family protection.
Explore protection HealthHealth insurance
We explain the options, how schemes are usually structured and where health cover fits alongside the wider benefits package.
Talk through the optionsFor the people around the business
A trusted place to send a client when the question sits outside your remit.
Accountants, solicitors and fractional HR professionals are often first to hear when an owner is worried about benefits, a workplace pension, a key person or whether the business is looking after its people properly.
We can run the workshop or benefits conversation while keeping you informed and protecting the relationship you have built.
Professional partnersYou make the introduction. We take care of the rest.
See what happens when you introduce a client, how we keep you in the loop and where Lucro can help.
See how introductions workQuestions employers ask first
A few things worth knowing first.
What a workshop is, who it suits and how the wider benefits conversation works.
What is a financial wellbeing workshop?
A practical group session that helps people understand a money topic affecting working life, such as pensions, mortgages, protection or financial planning. It is education, not personal advice.
Can you run workshops for small businesses?
Yes. We shape the format around the size of the team, the people in the room and the questions HR is already hearing.
Can Lucro help with workplace pensions and employee benefits?
Yes. We can discuss workplace pension administration and review, employee protection and health insurance. What is suitable depends on the employer, the team and what is already in place.
Can a professional adviser introduce a client?
Yes. We work with accountants, solicitors and fractional HR professionals where a client needs support outside their core service. Our introducers page explains how we protect that relationship.