Financial education in the workplace

Leading the way to financial wellness

Lifetime Savings Challenge


the Lifetime Savings Challenge

The UK savings landscape has changed. These days, it’s not only about encouraging people to save, it’s also about helping them to understand how and where to save.

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Financial wellbeing

Financial wellbeing

The missing piece of wellbeing strategies

We are proud to partner with the CIPD to explore financial wellbeing in the workplace, from both employer and employee perspectives. Click below to find out more about the costs of poor financial wellbeing and what you can do about it.

Access the research

Financial education
from hire to retire

Financial worries take many guises, from university graduates struggling with debt or saving for their first home through to people in their late career striving to plan a retirement they’ve worked hard to achieve.

In recent years we’ve seen a shift in responsibility for financial matters from the state and employer to the individual and it is becoming increasingly important that employees are equipped with the knowledge to make confident, informed decisions about their financial future.

As we progress through life, we are faced with different financial challenges. Everyone needs help to make the most of their money so they can live life to the full and achieve their goals. Our comprehensive range of financial education services supports employees throughout their lives, raising their financial awareness, building their confidence to make well-informed decisions and inspiring them to take control and improve their financial wellbeing. They can be focused around key life-stages and/or specific financial planning topics:

Early career

Education at this critical stage helps to build good financial habits that will stand you in good stead. At this stage, you have scope to make the biggest difference to your financial future. Financial priorities are likely to include paying off university fees, debt management, saving for a first home and establishing savings plans.

Mid career

Pension planning, protection, mortgages, funding education and tax planning are all factors that are likely to be under review or changing at this stage. We can help you understand your pension and plan for retirement , to understand what protection you need and how to find it, to get the best deal for your mortgage and to ensure that you’re getting the most from your employer’s benefits.

Retirement planning

Retirement is one of the most significant transitions anyone will face in their lives, both financially and emotionally. Our retirement seminars tackle both aspects and help you to plan for a positive and smooth life change. They include a range of subjects, from the state pension to understanding your options around tax-free cash and annuities, the impact retirement will have on your spare time, investing your pension and managing your money in retirement.

View and book onto our current seminars here.

Bite-sized education

To ensure everyone is supported irrespective of their age or career stage, our range of bite-sized topic-based education helps people understand matters from budgeting, mortgages, and improving their pension to tax planning, wills and making the most of workplace benefits.

Click here to view our range of topic based webinars.

Executive retirement planning

These 1.5 day events are held at a luxury five-star hotel in central London, providing senior executives with a vision of the possibilities that exist in the next phase of their life. Specialist speakers focus on areas that include Psychology for change, Managing health, Wills and estate planning, Financial planning and investments plus Planning the rest of your life.

To view our current events or for more information, please click here.

To find out more about our financial education services, please call 0800 028 0208 or email

A very useful and informative day and having the time to reflect on self with some very important and significant decisions.

Delegate, July 2016

Seven steps
to financial wellbeing

What does “financial wellness” mean to your business and your staff? Whatever your priorities for financial wellness, building a strategy that really resonates with your employees and creates positive change is essential.

In our seven-part series launched throughout 2018, we look at the key ingredients of a successful financial wellbeing strategy and how to bring them together:

  1. Planning and budgeting
  2. Managing debt
  3. Protection
  4. Savings
  5. Planning for retirement
  6. Investments
  7. Tax efficiency
seven steps

Financial wellbeing
the missing piece of wellbeing strategies

Wellbeing at work is fundamental to unlocking employee engagement, retention, recruitment and productivity.

The perfect storm is brewing in the UK, with market and legislation changes causing a rise in the demand for financial guidance. Increasing longevity, a lack of awareness around pensions, reduced lifetime and annual allowances and the increase in responsibility for individuals in planning their financial security are all contributing factors impacting employee wellbeing in the workplace.

We have recently partnered with the CIPD to explore financial wellbeing in the workplace from both employer and employee perspectives. The research highlights how delicate the situation is with regards to employee financial wellbeing and offers employers advice on how to build a business case for financial education in the workplace.

Access the research
wellbeing wheel

Good course - should be made compulsory for all thinking of retirement.

Delegate, July 2016

Financial education in the workplace
our process

We begin by getting to know your business – your objectives, culture, your people and how you measure success.

In terms of service delivery, you have many choices. We offer face-to-face seminars, webinars, one-to-one clinics, online education and interactive modelling tools. Our experienced account management team will be on hand, designing, implementing and managing delivery. Lastly, we can help with analytics and reporting – letting you demonstrate the return to your business from your investment in financial education.

 Step 1  Needs analysis exploring your strategic goals, your culture and your people 
 Step 2  Design a financial education programme
 Step 3  Build a targeted, multi-channel communications plan to drive employee awareness
 Step 4  Programme rollout including regular reporting and analysis against key objectives
 Step 5  Regular account management reviews and programme enhancements as needs evolve

Empowering employees
to take control of their finances

We monitor feedback on all events regularly to assess the impact on employee financial wellbeing, as we believe great education does not just provide information, it inspires people to take action.

Empowering employees banner
financial awareness chart

A very comprehensive range of topics covered, a very enjoyable course and a very knowledgeable tutor.

Delegate, November 2016
Source: * FES events 2006-2017, ** FES events 2016-17 YTD 
Contact us

Contact Close Brothers

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