What does our Financial Education Services team do?
We believe great financial education doesn’t just build knowledge; it drives change.
Whether it involves saving for a mortgage, paying off debt, understanding pensions, helping support staff through redundancy or planning for retirement, our skills and expertise can help your staff take control of their finances. Our award winning financial education helps the employees of some of the UK’s best-known organisations including Jaguar Land Rover, Total Oil and Nestlé.
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.
Years of experience
Net Promoter Score
Challenges you might be facing
Educating your employees on financial wellbeing
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.
Finding the right benefits package for your employees
It’s important to pick the right benefits for your workforce and make them easy to manage. We take on the hard work for you by sourcing and implementing relevant high-quality benefits that are cost efficient and really make a difference to your employees’ lives.
Analysing your strategic goals, assessing gaps in employee knowledge via our Financial Wellbeing Healthcheck
Creating a bespoke multi-channel programme
Delivering the programme, closely monitoring feedback and reporting regularly against key objectives
Driving employee awareness via personalised, targeted communications
Continuing to evolve the programme as employee needs change
How employee wellbeing is changing
Even before Covid-19, there was a change happening in organisations across the UK, with more focus on supporting employee wellbeing as a means for businesses to cement engagement, secure talent and improve their performance.
This research sets out to provide answers to many questions around financial wellbeing in the workplace, and to add to the body of work that continues to enhance the depth of understanding and insight on financial health and it’s link with mental and physical wellbeing, to inform, guide and support both employees and organisations across the UK as they continue on their journey to improve their employee wellness.
How we can help
Education in the workplace
Provide your employees with ongoing support, empowering them to make smart financial decisions at every stage of their career.Financial wellbeing
Money Talks, our e-learning hub, provides accessible, practical financial education for employees at the touch of a button.e-learning
Public retirement program
A programme of UK-wide one day retirement seminars to help support your retirees.Public programme events
Support for senior executive
Specialist financial planning support for those in senior positions with more complex needs.Support for senior executives
Employee benefit service
We’re able to provide a highly personalised employee benefits service, helping you to attract and retain the best talent.
Can we help?
To find out more about our financial education service, please get in touch.