FINANCIAL WELLBEING
Help your employees make more confident financial decisions. Many employees still struggle to understand basic financial and investment matters.
What we offer
A well-rounded financial education programme is a great way to empower your employees and give 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, Financial Wellbeing at Work gives everyone the opportunity to be heard.
- Tailored webinars We can survey your workforce to customise our financial education sessions. Or choose from 12 different financially-focused topics.
- One-to-ones We’ll connect with your employees independently and answer their questions confidentially. This is not intended to be personal advice
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[I like the] opportunities to have 1:1 meetings to discuss any queries.
Employee comment
What topics do we cover?
Here's an example of just some of them:
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