Introducing our Financial Wellbeing Staff

Philippa Bell

Published on:

March 11, 2021

Before kicking off our Financial Wellbeing month at WorkLife, we thought we’d put some faces to names and introduce our financial wellbeing team. Nick and Leah have a wealth of experience in the financial industry and employee benefits world, and are here to share their top tips and expert advice to help on your road to financial freedom.

 

Meet Leah Heath.

Background: So, after studying to Masters level, I wasn’t entirely sure what it was that I wanted to do. All I knew was that I wanted a career where I would be able to make a positive impact in people’s lives. From here, I stumbled into employee benefits. Wanting to take my career to the next level, I began exploring how I could achieve this feeling of fulfilment on a day to day basis, and so I took the position of Financial Wellbeing Support Advisor at WorkLife by OpenMoney.

What does financial wellbeing mean to you? To me, financial wellbeing means feeling secure and happy that I could financially survive if something unexpected were to happen. It also means having the ability to take positive steps to achieve my financial goals, however small these steps are and however big the goal is.

If you could give your younger self one piece of financial advice, what would it be? It is really easy to get caught up in monthly outgoings. They might not seem expensive individually, but they can really add up. So my advice would be to not get caught up with them. Question if you really do need them all or if there is a way you might be able to get discounts on them.

Best financial decision? Building up a savings buffer before putting my money into an LISA, it turned out that with the unpredictability of 2020, I needed that emergency fund!

Worst financial decision? Luckily for me, nothing tragic springs to mind.

Most-used / favourite WorkLife benefit? I use OpenMoney a fair amount to keep track of my spending and to check what my overall finances look like, as all my accounts are connected.

 

Meet Nick Lawman.

Background: I entered the Financial Services Industry from UK retail banking and have worked in most of the distribution channels within the industry. I spent 20 years of my career in Scotland working in senior management for a direct sales business. From there, I returned to advice and never looked back. For the last 3 years I have been involved with automated advice which I see as very much part of the future for the Financial Services Industry.

What does financial wellbeing mean to you? Financial Wellbeing means having financial control and the ability to plan ahead so that you can overcome any financial obstacle that comes your way.

If you could give your younger self one piece of financial advice, what would it be? If there is one piece of financial advice I would give to my former self, it would be that you should make regular saving as an integral part of your monthly expenditure and don’t take a haphazard approach.

Best financial decision? Making savings as part of my monthly expenditure.

Worst financial decision? Not clearing a credit card at the end of the month.

Most-used / favourite WorkLife benefit? OpenMoney, for the same reasons as Leah!

 

So now that you know our financial wellbeing staff a bit better, keep an eye out for their first blog that will be posted next week, “Financial Essentials – what are they and do I have mine dealt with?”

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