Book Your Free Financial Planning Session


We use friendly financial coaches and powerful software to help you plan your finances and do all the best things with your money. 

Whether you're looking to buy a home, retire comfortably, or simply build your wealth - we can help you get your finances on track! As a Ceridian employee you can get a FREE one on one financial planning session. Book your first session below!


Book Your Planning Session

Face to Face Sessions:
Not currently available.

Your free financial planning session will be held over the phone with one of our friendly financial coaches.

Complete the form below to book your place and select a convenient time to speak.

First planning session is FREE

Get personalised tips and guidance to improve your finances.

No commitment to continue if it's not right for you.

Learn More About Hatch

A Friendly Financial Coach

Your friendly financial coach is on hand whenever you need them. They'll help you build your financial plan, and make sure you understand what it shows.

Your Own Financial Plan

See how your wealth is set to grow and how much better off you could be. Our powerful software shows how to achieve your goals and make the most of your money.

Personalised Action List

We distil everything into a simple action list that puts your plan into action. With Hatch you'll have access to all of the services, experts and guides you need.

See how we helped Sally and John to be £496,457 better off in the future.


For a full list of what's included in the service, please take a look at our employee brochure.

Your first planning session is free. However, if you’d like ongoing access to your plan, and help making the changes that will improve your financial future, there is a small cost. Your coach will explain further during your first session.

The Hatch service is designed to help most employees, however your coach may identify your situation requires a more specialist adviser. For example, if you are over 55 you may need specialist advice on retirement income options. In these cases, they can refer you to a specialist third party adviser, if you wish.