Our financial wellbeing and education services 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.

Product Guides

Product Guide - Financial Wellbeing and Education

Enquire about Financial Wellbeing & Education

View our other Product Guides

Read our other Case Studies


Guide to Individual Savings Accounts

Don’t miss the 2023/24 ISA deadline for utilising your allowances
Read More

What are Health Cash Plans and why are more employers introducing them

Ryan Oates suggests why employers are increasingly opting in to Health Cash Plans
Read More

Rising Cost of Living Crisis

Three tips to maintain your financial wellbeing
Read More

Business Case Study - Financial Wellbeing - Financial Planning Support for Employees

Read about how we helped a client provide financial planning support to their employees
Read More