FINANCIAL EDUCATION IN THE WORKPLACE
Support, educate & empower your people.
We have a vast wealth of experience in delivering financial wellbeing in a clear and engaging way.
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We want everybody to take control of their finances.
TOPICS WE COVER
Educate, empower and reduce workplace stress by improving the financial wellbeing of your people.
We segment your workforce and deliver information that is relevant to them based on where they are in their life journey. Through adviser led face to face seminars, web portals and great communications, we can improve your employees’ financial wellbeing.
Pensions
Pension planning can often be put on the back burner. We know the importance of retirement planning from the day you join the workforce and can bring to life the key aspects at each stage of this journey, leading to a workforce that is better engaged with the pension offered by their employer and ultimately better prepared for later life.
Savings
Making the most of savings has become more difficult in the world of low interest on savings. But there are still ways to make your money work harder for you.
Family planning
Effective family planning consists of meeting the costs of raising children, such as childcare and school fees, by making the most of the many reliefs, incentives and benefits available to parents.
Debt
The cost of debt can stump our ability to save towards objectives big and small, from buying a property to booking a holiday. Our advisors can show your workforce what debt they should tackle first and how they can go about it, even on a budget.
Mortgages
Our home is usually the most expensive purchase we’ll make in our lifetimes. From saving towards a deposit, to choosing a survey type and mortgage – getting these decisions right can save thousands!
Protection
Everyone who owns assets or has loved ones who rely on them financially, should give some thought to planning for the worst to happen. Protecting your assets and loved ones is clearly important, but with so many different types of insurance so readily available, it can be difficult to identify what level and type of cover we really need.
HOW WE DO IT
Improve employee retention. A happy workforce is a loyal one.
Here's how we can engage your employees.
Adviser Led Presentations & Workshops
Seminars and workshops ran by our qualified advisers are a great way to interact with your audience - we can also gather key data from the sessions.
Portals
Digital solutions to deliver your wellbeing programme. Great for those who want analytics behind their strategy or want to reach a large audience.
Communications
Broadcasting key information to your audience, this can also drive traffic to your portal as well as attendance to the seminars/workshops.
RESOURCES
Here’s some inspiration…
Get in touch.
We’d love to hear from you.
Simply click the button below, email or give us a call 01483 617010.