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.
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.
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 and tablet apps.
- Account management
We'll create a tailored strategy for improving the financial knowledge of your employees.