Workplace Financial Education

Workplace Financial Education

Financial education at its best

Employees' mental health and physical wellbeing are high on the agenda for most HR departments. Financial wellbeing is a significant piece of this jigsaw and one where an employer can really help their employees.

Financial wellbeing means having people in control of their finances, their capacity to protect themselves from financial risk and to make choices that allow them to enjoy life. A recent study conducted by the Centre of Economics and Business Research concluded that poor financial wellbeing costs UK employers £1.56 billion each year through absenteeism and presenteeism. 

Helping your employees make better financial decisions can pay dividends

The objective of our seminars is to increase financial awareness for employees and ensure that they have the opportunity to put their finances in good order. The seminars will help employees:

  1. Focus their attention on the importance of financial wellbeing
  2. Build knowledge so they can make informed decisions
  3. Save more effectively through tax and financial planning
  4. Receive relevant financial education for the various stages in their career 

The table below outlines the seminars that we offer. Suzanne McGowan, Head of Employer Services, can create bespoke presentations, addressing a particular issue, or a mix of subjects at your request; we are happy to discuss your specific needs and tailor the session to your business. We will take the time to really understand the needs of your business. If you're interested in this service, please follow the link below to enquire. 

Together we can help to create greater financial certainty for your employees through education. If you would like more information or to book your workplace seminar, please get in touch using the 'Contact us' button below. 


Our advisers say

At each stage of their careers, your employees are faced with different financial challenges. Switched-on employers know that helping them to deal with these issues leads to a happier, less stressed workforce who value the support they're given

Suzanne McGowan, Head of Employer Services

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