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Workplace Financial Education

Empowering your employees to make confident financial decisions

Help your employees become smarter with their finances – particularly their pensions and investments – with our Workplace Financial Education programme.

Whichever combination of benefits you offer, we’ll give your employees the guidance they need to reach their goals, in a way that’s easy to understand.

Our team visit your offices to hold group presentations and one-to-one meetings. For those who are unable to attend, we provide online videos and webinars so no one misses out.

Interested in hearing more?

Contact us

I enjoyed the presentation – it covered everything I was too embarrassed to admit I didn’t know – a veritable crash course in pensions and investments.


Benefits of our Workplace Financial Education programme

  • Boost employee engagement
    Our authoritative, clear and expert information means employees take control of their finances - helping you encourage engagement and retain talent.

  • Range of topics covered
    We offer a bite-sized financial wellbeing programme covering a range of topics including savings and investments, financial planning, retirement, budgeting and tax. These can be for all employees, or tailored for certain age groups and topics.

  • Measuring success
    Our education programme informs and changes behaviour. That's why we measure employees’ views and perceptions as well as their actions.

  • Personal financial advice
    For those who need more than guidance, our nationwide team of advisers can help for an extra charge. Find out more.

The Rules of Engagement

  • Presentations and webinars
    Pension and investment options explained in a clear and simple format.

  • One-to-one meetings
    For confidential questions, or just extra time to talk through financial decisions.

  • Helpdesk
    We’re here six days a week to help.

  • Branded employee communications
    Clear and simple branded guides, presentations and a suite of printed and online literature.

  • Branded website
    It's easy to log in, view an account and change investments online or with our smartphone app.

  • Account management
    We'll create a tailored strategy for improving the financial knowledge of your employees.

Let's get started.

Ask for a demonstration with one of our HL Workplace experts now and discover more.

Speak to us

Call us on 0117 314 1783

Email us

If you prefer, you can email us directly.

Want to learn more?