Financial Education

When we design an employee financial wellbeing package we will not only include the products and administration services that you would expect, but also use our experience across the breadth of financial planning to help you increase employee engagement through:

  • financial education seminars

  • small group sessions

  • individual meetings with new employees

  • individual meetings with executives

  • provision of promotional material

Provided as either one-off sessions or a programme of events, they are designed to help your employees understand any products provided, maximise the benefit they can extract from them and develop their broader money management capabilities.