Financial Education
Financial education. Built for your people
Our comprehensive financial education programmes aid understanding of a wide range of financial issues. They can help your employees make well-informed decisions throughout their career, leading to improved financial wellbeing.
Financial Education
Financial education. Built for your people
Our comprehensive financial education programmes aid understanding of a wide range of financial issues. They can help your employees make well-informed decisions throughout their career, leading to improved financial wellbeing.
Keeping your employees financially healthy
The link between financial worries and stress, lower productivity and absenteeism are becoming increasingly recognised by employers. Financial education helps overcome these issues by providing employees with the knowledge to make informed decisions throughout their career.
Financial Wellbeing
Smart money moves. For every stage
Financial wellbeing starts with the right knowledge. We cover key topics to help employees stay in control of their finances.
Early career support
Supporting employees at the beginning of their careers to understand their workplace savings and benefits, payslips, managing debt and general
money management.
Mid-career support
Helping employees make the most of their employee benefits and ensuring they are on track with their saving and investment goals.
Saving for life events
Learning the options for saving for life events such as a first home or starting a family.
Pensions & Retirement
Helping employees plan for the future
Understanding pensions and lifetime savings can be complex. We help employees break it down and plan effectively for their financial future.
Pensions engagement
Supporting employees at the beginning of their careers to understand their workplace savings and benefits, payslips, managing debt and general
money management.
Pre-retirement
Aimed at those several years from retirement to ensure they're on track. It covers tax efficiency, retirement planning and income options.
Support at retirement
Designed for those planning to retire within the next year or two. It helps them understand their options and how to implement their plan. This includes retirement goals and considerations, accessing retirement savings, understanding risks, tax planning and how to seek further financial guidance and investment advice.
Specialist projects
We also specialise in delivering projects to support employees through;
Pension changes
including new scheme introduction, fund changes or defined benefit scheme closure
Redundancy
Share scheme launch and maturity
And so much more.
Financial education. Your way
No matter what you need support with, our consultative approach means that we can tailor financial education topics to the needs of your company. We also deliver financial education in a number of ways to suit you. Our seminars are provided by financial coaches and can be delivered either face-to-face or online. This can be supported by our digital communication methods. These include webcasts, animations, interactive calculators and tools, as well as portals and websites including Money&Me.
Webcasts
Animations
Interactive calculators & tools
Portals & Websites
Webcasts
Animations
Interactive calculators & tools
Portals & Websites
Financial Helpline
Following our workplace services, employees also have access to our helpline. Our financial coaches can help them clarify any general financial queries they may have, as well as provide support on their next steps.
Video Insight