Financial education for every life stage

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:

Can we help?

To find out more about our financial education service, please call:

0800 028 0208

Or alternatively, use our online contact form and one of our team will be in touch.

Arrange a call back

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.

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.

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.

"Close Brothers provide a broad, accessible and inclusive range of financial education material delivered by trusted experts".
2018 Close Brothers Financial Education client survey

In this section

Public programme events

Public programme events

As well as delivering education programmes for employers, we also run a programme of UK-wide public events.

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Support for senior executives

Support for senior executives

We have extensive experience working with those in senior positions, supporting them to develop a financial plan.

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Money Talks


Accessible financial education at the touch of a button.

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Seven steps to wellbeing

Seven steps to wellbeing

In a series launched throughout 2018, we look at the key ingredients of a successful financial wellbeing strategy.

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Financial wellbeing research


Exploring financial wellbeing in the workplace from both employer and employee perspectives.

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

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