EMPLOYEE Financial Education

Why do you need to think about financial education for employees?

Nearly half (46%) of employees spend two to three hours per working week dealing with personal finances1 while 25% admit money worries have negatively impacted productivity2. Almost one in ten have taken time off work to deal with their financial matters3. Workplace Financial Education can help you combat key people risks such as:

  • Employee absence
    Absence costs your business. When an employee is unexpectedly away from work your staff can be disrupted which in turn can affect productivity.
  • Staff turnover
    Employees who feel their income isn’t working for them will often search for new jobs to move up the pay scale. The cost of recruitment is significant.    
  • Productivity
    Employees who are worried about money problems are likely to be distracted at work. On top of this, money worries can cause sleepless nights which can lead to reduced performance at work.

How our workplace education consultants can help

Our financial education programs provide a range of workplace solutions including initial consultancy, workshops, individual clinics, and a range of online digital solutions. Our workshops can be adapted to your specific needs as a business and can incorporate your brand.

1. Purchasing Power 2013
. CIPD 2017
3. PWC 2016


We listen to you and build personalised solutions based on our understanding of your needs, your business and your workforce. We can help you to create an education program to improve employee wellbeing and lessen the people risks that can have a significant impact on your business.

Face-to-face workshops

We offer set modules on a variety of financial topics or we can create an education program specifically for your employees. Financial education in the workplace provides your employees with the tools and knowledge to plan effectively for the future. Our sole focus during the workshops is educating and supporting your employees, we do not promote our personal products and services.


We offer online training to complement our face-to-face workshops or as a stand-alone education tool. Our Financial Essentials and Planning for Retirement online courses use e-learning technology to provide interactive and enjoyable learning experiences. Employees can complete these in their own time, at their own pace.

Retirement planning

Employees don’t reach an exact age and leave your company. They need to consider all of the options available in detail and prepare themselves for the transition into life after work. If you have employees who are nearing retirement, help them prepare for the retirement that they want and ease the transition from working life into life after work.

Salary Exchange

Ensure your business is taking advantage of the most efficient way to make pension contributions. Our team can provide practical help and financial education for your employees when you implement salary exchange.

Frequently Asked Questions

How can we offer financial education services to our geographically diverse workforce?
We have a range of solutions including Face-to-Face, Digital e-learning and webcasting/webinar capability that we can provide across the country and tailor to a diverse workforce’s needs.
How can we help employees with debt problems?
We can provide tailored workplace financial education to help employees tackle their debt and create a financial plan, as well as improving their financial habits to avoid getting into debt in the future.
How can we help our employees get on to the housing ladder?
We have specific workshops on a variety of topics including how to plan for buying a house and the various savings schemes that are available to first-time buyers. We put this in the context of their personal saving goals and planning effectively for the future.
How can you help us engage employees with the pension scheme and make appropriate contributions?
We not only provide education on how to plan for the future and understand pensions in general, we can educate your employees on the specific details of your pension scheme and encourage them to engage and manage their contributions to achieve their retirement saving goals.