FAQ's

Financial Wellbeing & Corporate Education Services

Our financial wellbeing and education services in Norwich & Ipswich educate and empower your employees, by providing them with the tools they need to make better financial choices at all stages of their working lives – right through to retirement. 

Financial stress can have an impact on overall wellbeing and happiness, so looking after your employees’ financial wellbeing is paramount.  If your employees are struggling to manage their money and don’t know where to turn to for support, it could have an impact on your business too. 

Our services include presentations, workshops, 1-1 meetings and telephone/video support. The most popular areas we cover are: 

Our financial wellbeing and education services can be included within our Workplace Pension and Employee Benefit projects or requested on an ad-hoc basis.

Contact Our Financial Wellbeing & Education Team

Product Guides

Product Guide - Financial Wellbeing and Education

View our other Product Guides

Read our other Case Studies


Thank you very much for your time, insight, and experience in introducing me to the possibilities. 

SME after introductory presentation

A HUGE THANK YOU for all the time and effort you have put into transferring our pensions over to Aegon - a company that invests in far greener/ more sustainable & ethical companies and funds. We know this has been a huge amount of work (and hassle) to deliver this project.

Architect business | Corporate client

I would like to express my sincere appreciation for the excellent service I have received - in particular Ryan.

His support has given me peace of mind and confidence. I truly value the professionalism and care shown throughout the process, and I would not hesitate to recommend your services to others.

Thank you for your continued dedication and outstanding service.

Cosmetic business | Corporate client

Ryan Oates was professional, timely and informative throughout.

Automotive business | Corporate client

I have always found Ryan, Michelle and Darby very responsive and helpful whether it's a routine process or an employee issue. Our People & Culture team and our employees value their advice and support.

Maritime software business | Corporate client

I enjoy working with Ryan Oates.  I have confidence in his knowledge and experience.  I'm grateful that Ryan is available when I need support with quick response times.

Structural engineering business | Corporate client

Been a great partner over the years, always helpful, honest and clear.

Recruitment business | Corporate client