.png)
Most people hold accounts, pensions, and policies across more providers than they can track.
When life changes, through a new baby, a house move, a divorce, illness, or a loss in the family, that scattered picture becomes weeks of admin.
It lands in working hours, and often on HR.
Financial stress costs UK employers £10.3bn a year in absenteeism and presenteeism (CEBR, on behalf of Aegon UK)
12% of UK private-sector employees miss work each year over financial concerns, around 4.7 days each (CEBR, on behalf of Aegon UK)
Financial anxiety affects 22% of UK adults, placing significant extra demand on HR teams during times of illness, bereavement, or family crisis (MaPS MoneyView 2025)
Nearly 1 in 5 UK adults (19%) believe they have a lost pension pot, risking forgotten savings when it matters most (PensionBee & CEBR, 2024)
A financial wellbeing benefit that works from day one.
No IT integration, no admin burden, no advisory liability.
Most people don’t know everything they own—assets, pensions, policies, and digital accounts remain fragmented across old inboxes and physical drawers.
Orderist solves this by securely connecting to bank and email data to automatically discover buried financial footprint details and construct a single, complete asset register.
Coupled with an integrated Document Vault, step-by-step Will Builder, and automated release controls for executors and beneficiaries, Orderist replaces spreadsheets and paperwork with complete financial visibility and peace of mind.
Connects read-only to their bank accounts, cards, cloud drives and email, then finds pensions, policies, and accounts they may have forgotten.
Organises every physical and digital asset alongside its associated deeds, policies, and statements into a single living record.
Automatically populates their will with assets and their assigned beneficiaries, so they can build a will without starting from scratch.
Print, sign and execute it with chosen witnesses, then store a scanned copy safely in their vault for when it's needed.
They choose who can act if something happens to them. Once their executor and emergency contact each confirm their passing, the right people get the right information.
.png)
.svg)
Employers buy seats for their whole team, at a preferential rate, paid monthly to account for employee churn.
You share a custom link for employees to sign up.
Fully funded by you, offered free to employees as a benefit.
Employees access Orderist at a discounted rate, self-funded, delivered as a negotiated perk.
No systems to connect, no IT involvement, nothing to maintain once distributed.
One-off. Tiered by firm size.
Scales with your workforce, billed monthly to account for churn.
Zero liability and zero data access; the employer distributes, the employee builds independently, and you have zero access to employee data
Zero IT lift, zero HR admin, zero ongoing burden once distributed
Improved wellbeing and reduced cognitive load for employees who gain financial clarity
A genuinely valued benefit that addresses needs traditional benefits miss
Every competitor offers an employee assistance programme or coaching, none offer a continuously updated asset system of record
Inclusive and scalable across age groups, life stages, and income levels
.png)
.png)
