I want my employees to be fully educated on their finances

Financial Education in the Workplace


Relieve financial stress for your employees

Many employees struggle to understand financial and investment issues, often failing to realise the various benefits on offer in the workplace. Our financial education in the workplace benefit supports individual’s financial awareness and understanding. This ensures they value the workplace benefits.

Stress has become the main cause of long-term sickness in the UK and can be triggered by financial instability. Providing financial education in the workplace to improve employees’ financial understanding and awareness could help reduce sickness costs for businesses.

There is also a growing need to provide support for pension scheme members at retirement. We can help members to understand their options at retirement, which may lead to improvements in their retirement outcomes.

Workplace financial education can be delivered with seminars, webinars, workshops and ‘surgeries’ as well as written materials.

Our team

Meet our dedicated Employee Benefits team, who bring many years of experience to help meet the needs of your employees.

View our team
Our advice process
Contact us

Arrange a fee-free consultation

Get in touch with one of our advisers and find out how we can help you.