Embedding end-to-end financial education

Embedding end-to-end financial education
  • Case studies
  • 3 minute read
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

The aims

  • 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

Our actions

  • 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


  • Over 1,300 employees booked on all events
  • 89% recommended the programme
  • 87% overall satisfaction
  • 74% increased confidence to act

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