The Aetas ITW Methodology

Return on Employee Investment

The commercial framework behind every Aetas ITW engagement.

Employees are one of the largest investments any business makes. Most organisations never measure whether they are receiving the maximum return. Aetas in the Workplace helps you measure it, improve it, and demonstrate it.

No cost · No obligation · No commitment until proposal stage

What is ROEI?

Your people are your largest investment. Most businesses never measure the return.

Every employer invests in their workforce. Salaries, pensions, benefits, recruitment, training, wellbeing. These commitments are significant and ongoing. Yet in most organisations, nobody is actively measuring whether those investments are generating the greatest possible return in performance, productivity and retention.

Aetas in the Workplace changes that. Financial wellbeing is one mechanism. Employee benefits, pension planning and life stage financial support are others. Together, these are the levers that move employee performance — and through it, business performance.

What organisations invest in

  • ✔  Salaries and bonuses
  • ✔  Pensions and employer contributions
  • ✔  Employee benefits
  • ✔  Recruitment and onboarding
  • ✔  Training and development
  • ✔  Wellbeing and support programmes

Are those investments producing the greatest possible return?

The cost of getting it wrong

What underperforming people investment costs UK organisations

£51bn
Lost in UK productivity annually, linked to financial stress
50–200%
Typical cost of replacing a mid-level employee as a share of salary
9.4
Average sickness absence days per employee per year — a record high
76%
Of employees say financial worries affect their performance at work
The ROEI Framework

Five stages. One repeatable methodology.

Every Aetas ITW engagement follows this framework. It turns investment in people into measurable, documented business outcomes.

Stage 1

Measure

Understand how effectively your current investment in people is performing.

  • Employee benefits utilisation
  • Pension engagement levels
  • Financial wellbeing indicators
  • Workforce demographics and life stage
  • Employee communication effectiveness
  • Benefits spend per head

Stage 2

Diagnose

Identify where the gaps are and what they are costing the organisation.

  • Financial stress and presenteeism
  • Poor benefit engagement
  • Avoidable staff turnover
  • Recruitment cost pressure
  • Productivity and focus
  • Retirement and succession planning gaps

Stage 3

Recommend

Practical initiatives with a clear commercial rationale — nothing introduced without one.

  • Financial wellbeing programmes
  • Employee benefits review
  • Pension education and engagement
  • Life stage financial planning
  • One-to-one financial guidance
  • Communication strategy

Stage 4

Implement

Aetas coordinates delivery through trusted partners. Full visibility without managing providers.

  • Managed delivery across all agreed services
  • Employee communications handled
  • Provider coordination and oversight
  • Progress reporting throughout

Stage 5

Measure Again

ROEI is a continuous cycle, not a one-off exercise.

  • Engagement and retention metrics
  • Benefits utilisation rates
  • Employee financial confidence
  • Absence and productivity data
  • Organisational performance review
Commercial outcomes

What improving ROEI delivers for your business

These are the measurable business outcomes that follow when people investment is properly structured and actively managed.

Higher employee engagement

Improved retention

Lower absenteeism

Greater productivity

Better benefits utilisation

Reduced financial stress

Stronger employer brand

Higher organisational performance

Better recruitment proposition

Reduced pressure on leadership

Improved pension scheme governance

Explore further

See how the framework applies across the Aetas Group

The ROEI Framework is the unifying methodology across every Aetas engagement. Explore how it applies to your specific context.

Aetas Wealth — Individual & Employer Financial Planning

See how Aetas Wealth supports both employers and individuals through regulated financial planning, pension strategy and life stage guidance.

Learn more

Aetas for Charities — ROEI in a Charity Context

Discover how the same framework applies in a charity context — improving staff retention, trustee governance and mission delivery.

Learn more

Get started

The next step is a short conversation. No cost, no obligation.

A

Book a Workplace Performance Audit

A structured, no-cost conversation with Matthew Steiner to measure your current ROEI and identify where improvements will have the greatest impact.

  • No cost and no obligation beyond the conversation itself
  • Written summary of findings and next steps
  • Available by video or phone

Book an Audit

B

Use the ROEI Calculator

A short tool that estimates the annual cost of financial pressure in your workforce — before any conversation takes place.

  • Takes under five minutes
  • Estimates cost in pounds per year
  • No data stored, results sent to your inbox

Use the calculator