Workplace Financial Education

Executive financial counselling is the provision of bespoke education, consultation and expert, independent financial advice to executives and management within a company.

We deliver teaching and guidance covering financial matters such as education fees planning, tax efficiency, pension allowances, inheritance tax, pension freedoms and general holistic financial advice.

We can do this in a face to face environment allowing education, discussion, clarification and ultimately, positive outcomes. 

We aim to provide your staff with reassurance in areas which are often not easy to understand, and help staff use the financial resources available to them most effectively to achieve their goals.

Our service is highly valued by staff with a corresponding benefit to those businesses which provide access to it.

Financial education provides employees with information and guidance relating to financial matters.

It can cover workplace benefits such as pensions, share plans and insurance products, as well as mortgage information and issues such as dealing with debt. 

Financial education aims to help your staff have control over their finances and improve their financial wellbeing.

We recently held a series of financial education sessions for employees at an international law firm.

When surveyed afterwards, the results were conclusive:

• 100% learnt something new about understanding how to manage their money
• 96.4% are more likely to consider setting their own personal financial goals
• 82.7% understand more about how to manage any debt they may have
• 96.4% are more likely to consider saving alongside their company pension

As an employer you should take action to improve employee financial wellbeing as that can help improve people’s financial competence and productivity, reduce time off work due to stress, and thereby improve organisational performance.

Employees of all types and earning levels can be at risk of poor financial wellbeing, and many may require financial education.

Evidence shows that poor financial wellbeing impacts on health in terms of poor psychological wellbeing, higher stress and anxiety levels, and lower levels of good health.

This in turn impacts productivity in terms of poorer job performance, short-term decision-making, reduced ability to concentrate, lower productivity and absenteeism.

We don't believe apathy towards financial matters is caused by employees simply being uninterested.

We believe they are simply baffled by industry jargon, complex technicalities and an army of smooth salespeople.

When these are explained simply and clearly - but not trivialised - people take an interest and change their behaviour.

We call this 'positive change'.

This is what our financial education programmes aims to achieve.

We make the complicated simple and give employees clear information to help them become smarter with their finances.

Our team are communication experts.

They demystify pensions by using plain English, jargon-free explanations, and a multi-media approach, as different people learn in different ways.

It's the key to turning your benefits spend into a worthwhile investment.

Not only does it engage your employees, it empowers them to make confident decisions on their own.

The programme is a cycle. We agree objectives with you, both long and short-term, and measure the programme's success against these objectives, industry benchmarks.

Our qualified team of financial educators will then host group seminars and one-to-one meetings at your offices.

The seminars can even be made available as live webinars if required, so any employees unable to attend or remotely located can still benefit.