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Your free access to Claro Wellbeing: what your 14-day trial includes

Your free access to Claro Wellbeing: what your 14-day trial includes

If you’re researching financial wellbeing providers, try Claro Wellbeing’s platform free for 14 days and discover how you can boost your people’s financial health in 2023.

Update: November 2023

A new, improved 14-day free trial of Claro Wellbeing is available.

Find out more and access it here


These disorienting economic times have seen financial stress increase dramatically. Only 27% of UK adults feel in control and happy when it comes to their finances. The rest feel concerned – if not unhappy, stressed or overwhelmed.

Organisations now need to do more to support their employee's financial wellbeing.

So, we’re launching a free 14-day trial of Claro Wellbeing, to help you assess the best way to support your employees and transform your organisation’s financial wellbeing strategy.



Try Claro Wellbeing

No credit card is required to activate your trial. Simply sign up and get started.


Start your free trial




The platform trial includes access to many top features, including our comprehensive online financial courses, budgeting tool, financial health quiz and expert insights written and recorded by our expert financial coaches.

So, if you’re planning your financial wellbeing strategy for 2023, give Claro Wellbeing a try and see what our platform can do for your people’s financial health.

Claro homescreen image for free trial blog post



How to make the most of your Claro Wellbeing trial

1. Check your financial health 

Take our financial health quiz and find out your current level of financial health and resilience.

It only takes a few minutes to complete. And you can retake it whenever you like to check in on your progress.

You can also see a scale of how you compare to average levels of financial health.

Claro financial health score image for free trial blog post

2. Discover on-demand personal finance courses, created by our expert financial coaches

Claro Wellbeing’s personal finance courses cover everything you need to improve your financial knowledge, so that you can, in turn, give your financial health a boost.

The platform houses tens of expert-made courses created by our in-house, certified financial coaches, who’ve helped thousands of people take control of their money.

Available in both written and video form, the courses cover everything from building financial resilience to saving more money to buying your first property (and much more). 

Claro personal finance courses image for free trial blog post


Each employee has different financial goals and challenges, which is why we’ve designed our course to support everybody – from new graduates to those approaching retirement.


3. Try out the budgeting tool

If you have multiple bank and credit cards, you can use the open-banking-enabled budgeting tool to see all your spending in one place – but that’s just the start. 

The tool is packed with features to help you keep on track with your spending each month. 

  • A traffic light system, so you can check your spending on the go and see if you need to slow down. 
  • A calendar of spending, so you can see which days of the month are the most expensive for you.
  • pie chart overview, so you can take a quick glance at your spending in relation to your budget each month.

The tool also breaks down how much money has gone towards your needs (that is, your life essentials, like rent, bills and groceries), your wants (that is, your spending for leisure, like outings and subscriptions) and your savings

Claro budgeting tool image for free trial blog post


4. Explore your new library of expert-written content

The Claro Wellbeing platform provides you with a library of short-reads and webinars, so that you can always keep your personal finance knowledge up-to-date. 

The articles and webinars are made out of expert knowledge from our certified financial coaches, with new content being added every week.

Get started with your free 14-day trial now and see how you can start boosting your people’s financial health.



You're at your best when

they're at theirs

How it works data illustration 2

Start your free 14-day trial of Claro Wellbeing and discover how you can move your organisation forwards in 2023.

Try for free


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