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: 

  • Retirement planning 

  • Understanding your Workplace Pension 

  • Budgeting, loans and debt management 

  • A guide to saving and investing 

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


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