Embedding end-to-end financial education

I think our account manager is superb and has made the process of rolling out the financial wellbeing strategy here seamless.

The ask

Our client had become frustrated with their incumbent adviser, whose service levels had dropped over time and would only focus on specific areas of their workforce
Financial wellbeing was becoming more important to our client, as part of the wider pillars of wellbeing they were building upon
It was clear to them that they needed to focus on financial wellbeing, and provide a more proactive approach to engaging their staff
They were keen to drive awareness of their pension scheme and wider employee benefits, plus provide access to education, guidance and advice to their staff
Support our client with 1-2-1 guidance sessions for their staff

Engage employees with their financial wellbeing by providing education across all career stages
Introduce new employees to the benefits of the pension scheme
Provide employees with tailored pensions guidance via 1-2-1 clinics/ health checks
Support employees with individual enquiries when required
Provide a central online hub where employees can access quality financial planning information, tools and support
Take the administrative burden for events away from our client
Monitor feedback and data analytics to demonstrate improved employee financial wellness to key stakeholders

Implemented an events booking system to allow employees to register for workshops and 1-2-1s, taking the admin burden away from our client
Set up a dedicated financial wellbeing mailbox for individual employee enquiries
Arranged a series of on-site 1-2-1 clinic days to make it easy for employees to obtain financial guidance. These were to be held annually around pension statement time
Delivered a regular programme of workshops to support employees across all stages of their career
Supported our client, using our communications tool-kit, with content, posters and email templates to drive engagement
Supported benefits fairs and ad-hoc events to drive awareness of the programme