Norwich: 01603 760866
Ipswich: 01473 255948
FAQ's
What is Financial Wellbeing?
Although there isn’t a definitive answer, we believe it means having a positive relationship with your money. One example is feeling confident looking at your bank statement or banking app on a regular basis.
Although there isn’t a definitive answer, we believe it means having a positive relationship with your money. One example is feeling confident looking at your bank statement or banking app on a regular basis.
Do you have to provide Financial Education to your employees?
No, however we are finding more employers are providing this support. Like health and wellbeing, employers are aware of the possible impacts to their workforce of employees suffering from poor financial wellbeing.
No, however we are finding more employers are providing this support. Like health and wellbeing, employers are aware of the possible impacts to their workforce of employees suffering from poor financial wellbeing.
Why is financial wellbeing important in the workplace?
Financial concerns can affect an employee’s overall wellbeing, focus and engagement. Providing access to financial education can help employees build their financial knowledge and confidence, while demonstrating that their employer is invested in their wider wellbeing.
Financial concerns can affect an employee’s overall wellbeing, focus and engagement. Providing access to financial education can help employees build their financial knowledge and confidence, while demonstrating that their employer is invested in their wider wellbeing.
What topics can workplace financial education cover?
Financial education can cover a range of topics depending on the needs of your workforce. These may include budgeting, savings, payslips and tax, managing debt, signposting and government support, as well as making employees aware of support available through their employer.
Financial education can cover a range of topics depending on the needs of your workforce. These may include budgeting, savings, payslips and tax, managing debt, signposting and government support, as well as making employees aware of support available through their employer.
Can we arrange a one-off financial wellbeing session?
Yes. Financial wellbeing support can be provided on an ad-hoc basis as well as part of a wider programme. This could include a standalone presentation or workshop focusing on a particular financial topic.
Yes. Financial wellbeing support can be provided on an ad-hoc basis as well as part of a wider programme. This could include a standalone presentation or workshop focusing on a particular financial topic.
Help your employees make more confident financial decisions
Financial wellbeing is about helping employees feel more confident and in control of their finances. When people understand their options and feel better equipped to manage their money, they’re more likely to make informed decisions that support their long-term financial security.
Financial concerns can affect many aspects of an employee's life, including their wellbeing, productivity and engagement at work. By providing access to financial education and guidance, employers can help employees build confidence, reduce financial stress and better prepare for the future.
Our most common Financial Wellbeing sessions typically cover:
- Budgeting
- Savings
- Payslips and tax
- Managing debt
- Signposting and Government support
- Making employees aware of support available through their employer
At SG Corporate Services, we help businesses across Norfolk, Suffolk and beyond improve financial wellbeing within the workplace through practical education, guidance and support tailored to their workforce.
Why financial wellbeing matters
Investing in financial education can benefit both employees and employers.
- Improve employee wellbeing - Employees who feel more in control of their finances often experience less financial stress and greater peace of mind.
- Increase engagement and productivity - Financial worries can distract employees from their work, leading to reduced performance, as well as presenteeism and absenteeism. Providing support helps employees stay focused and engaged.
- Support retirement readiness - Many employees lack confidence when making decisions about workplace pensions and retirement planning. Education can help improve understanding and outcomes.
When should you consider financial wellbeing support?
Your business may benefit from a financial wellbeing programme if:
- Your workforce has expressed concerns about budgeting or financial pressures.
- Employees have questions about their workplace pension.Employees are approaching retirement and require additional support.
Our financial wellbeing solutions
Our experienced consultants deliver practical and engaging financial education programmes designed around the needs of your employees.
Financial wellbeing presentations
Interactive presentations covering a broad range of topics, helping employees improve their financial knowledge and confidence.
Budgeting and financial management
Provide employees with practical guidance on budgeting, borrowing, debt management and building financial resilience.
Saving and investing guidance
Help employees understand the principles of saving and investing, enabling them to make more informed financial decisions.
Individual support
Alongside group sessions, we can provide one-to-one meetings and telephone or video support for employees who would benefit from more personalised guidance.
Retirement planning workshops
Support employees as they approach retirement with guidance on key considerations, options and common pitfalls.
Flexible delivery for your business
Our financial wellbeing programmes can be provided as a standalone service or incorporated into wider workplace pension and employee benefits projects.
Whether you require a single educational session or an ongoing programme of support, we will work with you to create a solution that reflects the needs of your business and workforce.
We’re here to help you
- Dedicated employee benefits consultants: Our consultants are employee benefits and workplace pensions specialists. They only work with businesses, giving you the peace of mind that their advice is informed and in your best interest.
- Personalised advice: Each client is different, and we base our advice and recommendations on the needs of your business and its employees.
- Independently owned: We’re not tied to specific providers and can access the entire market to find the most suitable solutions for you.
- Transparent charging: You’re made aware of our competitive fees from the offset. We prefer to work on a fee-based charging system and will not take commissions, were possible.
- Reduce administrative burden: Our guidance streamlines processes and ensures smooth management.
- Ongoing support: Our team are available to review your arrangements on an ongoing basis and will work with you to ensure everything remains suitable.
Start helping your employees today
Is your business looking to support its employees with their finances, whilst strengthening its value proposition for recruitment and retention purposes?
Get in touch with our team of expert today to discover how financial education and wellbeing support can help your employees make more confident financial decisions while supporting your wider business objectives.
Contact Our financial wellbeing and education team
