Health, Safety and Wellbeing for Banking, Financial Services and Insurance
Induction, records, incident reporting and follow-through.
What this looks like in banking, financial services and insurance
The parts of health, safety and wellbeing that are specific to this sector, rather than general.
Wellbeing in a Target-Driven Environment
Where the risk is pressure rather than physical.
What this coversHide
Wellbeing in a Target-Driven Environment
Where the risk is pressure rather than physical.
What this coversHideFinancial services carries little physical risk and considerable psychological load - sustained targets, customer aggression, and field roles involving long travel and cash handling.
- Target pressure acknowledged rather than treated as motivation
- Support where customers behave abusively
- Field staff travel and personal safety arrangements
- Cash handling and branch security procedures
- Working hours monitored, particularly at period ends
- Confidential support route available and genuinely confidential
- Manager capability in noticing and responding to distress
Period-end working hours are the most measurable wellbeing indicator available in this sector, and most businesses hold the data without ever looking at it.
The general method — what health, safety and wellbeing covers, the questions it answers and what an engagement produces — is the same whatever the sector, and is set out on the workplace health, safety and wellbeing page. What is above is the part that differs for banking, financial services and insurance.
Other HR topics for banking, financial services and insurance
Where to start
Most engagements begin with a review of how this runs in your business today, then a written process and the sequence to implement it.
See all HR topics for banking, financial services and insurance, or another industry.