Workplace Financial Education

An engaged, motivated and well-supported workforce is central to long-term business success. A crucial part of this is employees’ financial wellbeing.

Accredited to deliver the St. James's Place Workplace Financial Wellbeing programme, we are passionate about supporting employees’ financial wellbeing.

We can work with you flexibly to make sure the programme has your employees at its heart. Whether you prefer to engage with virtual workshops, 1:1 guidance sessions or simply by publishing educational content on your intranet, we can help.

During the sessions, we encourage staff to think about their personal circumstances, making it as relevant as possible. Some of the topics we cover include:

  • Budgeting and saving
  • Getting onto the property ladder or managing your mortgage
  • Understanding other forms of debt and how to manage them
  • Protection for you and your family
  • Putting money aside for longer-term goals such as retirement.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Got a question?

Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.