Terri-Marie Watson,
Chief People Officer
Leumi UK

Zenplans has added a significant benefit to our overall offering with their straightforward and easy to use platform.

Why Leumi UK chose Zenplans?

We have a comprehensive employee benefits offering in place at Leumi UK however as we revisited our wellbeing initiatives, we wanted to further enhance our benefit package to support financial wellbeing more extensively.

We have unfortunately experienced the death of a colleague and friend. It was apparent to us that the families trying to manage both their grief and their loved one’s financial affairs did not always know where to start. It became apparent that colleagues had similar experiences when trying to manage loves ones estates.

We therefore wanted to find a way in which we could support our employees to organise their lives should the worst happen giving them peace of mind and comfort that their loved ones would be able to manage well organised personal affairs and find all these details in one place.

How Zenplans has helped Leumi UK?

Zenplans offers our employees an easy to use platform that allows them to store all personal details in one secure location from wills, pensions through to details of their phone contract. Our employees can therefore ensure that their personal details and information is stored securely in one location.

Zenplans has added a significant benefit to our overall offering with their straightforward and easy to use platform.

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