The cost of providing benefits to your employees can be significant. To ensure employees understand the options and appreciate the full value of those important benefits, we design and produce a range of financial education programmes to suit the needs of the business and employees.

The critical aim is to allow your employees to make better informed decisions.

The programmes can include:

  • One to one meetings – To meet with specific employees joining the company to ensure they fully understand their options when making decisions about the benefits programme. This can be particularly useful where you do not have full HR functions in all business locations.
  • Retirement planning – When approaching retirement, employees face a range of retirement options, which can seem bewildering and complex. We help employees understand their options and make informed choices at this important time in their lives.
  • Drop-in surgery – We provide your employees with the opportunity to meet one of our advisers to discuss any queries they may have in relation to their benefits or general financial matters.

Contact us

Whether it’s a question about your personal finances or how you can invest your wealth ethically, we are here to help. Call us on 020 7812 1460, email or complete the form: