Workplace financial education

Helping your employees understand their money.

Why is financial education in the workplace so important?


Financial education is more important than ever. There are so many areas that consumers need guidance on and yet many do not know where to start looking for the right support.


As a nation we are living longer and the need to make our savings last is ever more pressing. Changes to taxation, pension rules, pension contribution limits; stock market uncertainty, low savings rates and some of the lowest mortgage rates ever seen are all fuelling the demand for help in understanding our money. 

At a time when it is needed more than ever, easy access to financial advice is becoming increasingly difficult. It is, therefore, crucial that today’s adults have access to financial education, particularly in the workplace.

Why should you consider providing workplace financial education?


Companies can reap huge benefits from offering financial education, because:

  • It is good for employees and is "the right thing to do"
  • It improves employee engagement
  • It makes employees feel more positive about their employers
  • It makes employees more loyal [1]
How we work
We have developed a three stage Workplace Financial Education Programme to help your employees to make informed financial decisions about their circumstances.

Stage 1
Designed to maximise employee attendance, a pre-agreed internal marketing and communication strategy is employed.

Stage 2
Your workforce is invited to attend an introductory high level presentation at locations to suit your employees. Delivered in a fun, engaging and stimulating style, the presentation is designed to provide employees with an insight into the most popular financial planning areas. It’s at this stage where employees become aware of exactly what areas they want to learn more about. 

Stage 3
Should they wish to improve their knowledge and understanding further, employees can opt to attend specific financial planning workshops and seminars, delving deeper into each topic. 

For many, the introductory presentation and workshops provide enough information on the areas that are of interest. There will, however, be employees who wish to seek advice. We can employ a pre-agreed strategy to enable your employees to access financial advice, should they wish to from our specialist financial advisers. [2] 

If you’d like to know more about financial education in the workplace, contact us today on 0330 332 7143* or click here to register for our white paper.

[1] September 2014 - Secondsight (part of IFA of the Year Foster Denovo), commissioned Censuswide to conduct two surveys. The first survey went to 250 HR employees in companies with 100+ employees, the second to 1013 full-time employees.


[2] Should your employees wish to seek financial advice, there will be a fee involved. The precise amount will depend on their circumstances. We will advise of any fee before completing any chargeable work.

*Calls are charged at your standard landline rate