A financial advice service for our senior managers.
16th July 2016
Services used
“One of the big focus areas for our employees wellbeing is financial awareness. This is why we partnered with WEALTH at work to offer a financial advice service for our senior managers which was provided by my wealth.
Engagement with our managers has been very positive and the advice service has provided valuable input into complex areas such as changes to the Lifetime and Annual Allowances.
We are exploring extending our relationship further with WEALTH at work to provide additional services for our employees under our financial wellbeing programme for 2017. We are hoping to include financial education seminars within our programme as we have been very impressed by the ‘Preparing for Retirement’ seminars.”