FINANCIAL WELLBEING
Many employees struggle to understand the basics of pensions and investments. Help them make confident financial decisions.
What we offer
A well-rounded financial education programme to empower employees, giving them the confidence to make better, well-informed financial decisions.
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The free webinars and services we can send to our employees are excellent.
Employer comment
Your employees, our expertise
Your employees have unique financial needs. And we want to help them with our specially developed financial education sessions. From topics like how to save for a deposit, to managing investment volatility, the sessions give everyone the opportunity to be heard.
- Tailored webinars We can survey your workforce to customise our financial education sessions. Choose from a range of financial topics.
- One-to-ones We’ll connect with your employees and answer their questions confidentially. This is not intended to be personal advice.
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[I like the] opportunities to have one-to-one meetings to discuss any queries.
Employee comment
What topics do we cover?
Financial Education
Budgeting & Debt Management
Building Financial Resilience
Scam Awareness
Guide to Investment
Start Investing
Managing Investment Volatility
ESG (Environmental, Social, Governance)
Financial Planning
How a Pension Works
Investing For Children
Saving for a Deposit
50 Plus
Maximising Annual Allowances
Consolidating Pensions
Retirement Options
