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Get in touch:

workplace@smarterly.co.uk

01619 071 669

Watch our introductory video

Why include a workplace ISA as an option in your employee benefits package?

Enhance your wellbeing strategy -

an effective wellbeing strategy should consider financial wellbeing as well as physical and mental health

care
care

Helping employees take control

investing their money in a smart way can help employees feel more in control of their finances and their future, providing a way to save for things like university fees or a retirement nest egg

Giving employees the chance to make more of their money

a workplace ISA provides employees an opportunity to get a better return on their investment than other saving options

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care

Making the complex simple

buying an investment ISA can be a daunting prospect. Smarterly makes the process simpler and easier

No employer costs

there is no cost for including a workplace ISA as an option in an employee benefits package

The benefits of Smarterly

  • Compare more than 90 top investment providers
  • Simple and impartial information to demystify ISA investments
  • Free monitoring service for investments – SmarterCare
  • Significant discount on charges
  • Readymade portfolios of top-rated funds
  • Free to switch investments
  • Simple and transparent charges

Simple and easy to use

Step 1

Choose an investment
and set a target

Step 2

Check personal details
and confirm investment

Step 3

Pay via debit card, direct debit
or salary deduction (after tax)

Benefits for your company

Helps look after your employees' financial wellbeing
Gives employees a tool to help plan their financial future
Can be added as an option to your employee benefits package at no additional charge
Automatic investment monitoring provides a level of security and peace of mind

Benefits for your company

Helps look after your employees' financial wellbeing
Gives employees a tool to help plan their financial future
Can be added as an option to your employee benefits package at no additional charge
Automatic investment monitoring provides a level of security and peace of mind

Or get in touch:

workplace@smarterly.co.uk

01619 071 669

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