Benefits Guru releases 2025 Financial Wellness Ratings for workplace pension providers
Gold rating providers for financial wellness without open finance included Aviva, Fidelity, Hargreaves Lansdown, Scottish Widows, Standard Life and Mercer Master Trust.
Benefits Guru has released its 2025 Financial Wellness Ratings for workplace pension providers, comparing them in categories with and without open finance.
Gold rating providers for financial wellness without open finance included Aviva (Designer, My Money & My Money Master Trust), Fidelity (GPP, Own Trust & Master Trust), Hargreaves Lansdown, Scottish Widows (GPP, GSIPP & Master Trust), Standard Life (GFRP & DC Master Trust), and Mercer Master Trust.
Silver ratings went to Aegon (TargetPlan GPP, Master Trust & Workplace ARC), Legal & General (WPP & Master Trust), Royal London and True Potential.
Most gold ratings were in ‘Addressing Vulnerable Customers’ and ‘Personalised Financial Education’.
In the open finance ratings, Aviva, Mercer, Scottish Widows and Standard Life kept their gold awards, while True Potential remained silver.
Jason Green, head of workplace research at Benefits Guru, said: “Once again, it’s encouraging to see workplace pension providers continue to invest in and evolve their financial wellness propositions.
“This year’s ratings highlight real momentum, particularly in areas like personalised financial education and support for addressing vulnerable customers.
“As careers get shorter and less linear, employees expect flexibility, portability, and tools that link long-term savings with everyday financial goals.”
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