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Leading the way to financial wellness

Financial education services

Education in the workplace

Provide your employees with ongoing support, empowering them to make smart financial decisions at every stage of their career.

e-Learning

Money Talks, our e-learning hub, provides accessible, practical financial education for employees at the touch of a button.

Public retirement programme

A programme of UK-wide one day retirement seminars to help support your retirees.

Support for senior executives

Specialist financial planning support for those in senior positions with more complex needs.
  • 50+
    Years of experience
  • +84*
    Net Promoter Score®
  • 86%
    Delegate satisfaction

*Close Brothers Financial Education employer survey 2020

Empowering employees to take control of their finances

Close Brothers has been inspiring employees to make a positive change to their financial future for over 50 years. We believe great financial education doesn’t just build knowledge; it drives change.

Our approach Our approach
…market leaders in financial education with a vast wealth of experienced speakers and advisers.
2020 Close Brothers Financial Education employer survey Employer client

One size rarely fits all

  • 25 Jan
  • Financial education
  • 2 minute watch

The best solutions diagnose where the gaps lie.

Watch the video

News and insights

View all news and insights
Managing money worries

Managing money worries

  • Financial wellbeing
  • 3 minute read

Financial anxiety not only impacts our financial health, but if left unchecked it can affect our mental wellbeing too. Inflation levels, the rising cost of living and higher mortgage and rent costs have presented us all with more challenges when managing our money recently.

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Getting ahead of the pack with your next mortgage

Getting ahead of the pack with your next mortgage

  • Financial wellbeing
  • 2 minute read

The mortgage market has seen its fair share of volatility recently, so here are some tips from our mortgage advice team to help you get ahead of the pack on the long and winding road to your first or next mortgage.

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Mind the gap

Minding the gap

  • Financial wellbeing
  • 3 minute read

Closing the gender gap involves many factors, including tackling the fundamental and widespread gender gap when it comes to financial health, smaller average pension pots, lower amounts of savings, and decreased financial confidence. Here's what women can do to help themselves, as well as what you can do to support the women in your life.

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A roof over your head

A roof over your head

  • Financial wellbeing
  • 3 minute read

There are a number of actions you can take to find reassurance and seek help if your housing costs are a worry. This concern is not uncommon, with rent or mortgage repayments the biggest monthly cost for most people, and the rising cost of living putting even more pressure on people’s budgets.

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What are you giving up this year?

What are you giving up this year?

  • Financial wellbeing
  • 3 minute read

The start of a year is often a time for trimming our budgets to rebalance after the heavier expenses of December, and revisiting savings plans to refocus on new or changed goals. With the cost of living still biting for many in the UK, if are you planning a finance refresh this year, did you know that there is a recommended priority order that may help?

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Make sure employees know the impact of cutting pension contributions

Make sure employees know the impact of cutting pension contributions

  • Financial wellbeing
  • 3 minute read

Some of your employees may be considering pausing or cancelling their pension contributions due to the spiralling cost of living. Here's how employers can sensitively explain how pausing pension contributions is a short term decision which will impact long-term savings.

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The changing retirement landscape

The changing retirement landscape

  • Financial wellbeing
  • 2 minute read

Since the upheaval of 2020 many workers are now worried that their income may not last through retirement. It is therefore more important than ever that all employees have a good understanding of their retirement income needs and a plan in place to achieve this.

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Lifetime Savings Challenge

  • 15 Nov
  • 5 minutes

With so many savings choices available, it's understandable that people find saving difficult. To illustrate the issue, we invited ten employees to take part in a simple challenge...

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For more information about our Financial Education Services, please get in touch.

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