Tax, investments and pension rules can change over time so the information below may not be current. This article was correct at the time of publishing.

Three key benefits of Workplace Financial Education

At Four Wealth Management, our Workplace Financial Education programme is a series of interactive seminars held at your workplace for employees to help them understand their finances. Seminars last approximately one hour and are tailored to life stages, for example those approaching retirement. Our workplace financial education seminars are complimentary and run at your workplace at a time convenient to your employees.

Below are some of the key benefits of offering workplace financial education.

Improved employee productivity

36% of workers report a drop in productivity of 1 hour per day due to financial difficulties*. This is potentially a loss of 5 hours per week per employee which can be costly to your business.

Our workplace financial education programme is a series of one hour seminars held at your workplace. A one hour seminar to help your employees with their financial issues could help your business to significantly reduce this loss of five hours per week.

Reduce costs to the business

Over 4.2 million working days were lost as a result of 500,000 private sector workers taking time off in the last year due to the impact of poor financial wellbeing*. This could be significantly reduced by offering workplace financial education to employees to help them take control of their finances. This ‘absentessim’ cost £630 million averaging £150 per employee per day*.

Employees that take advantage of financial education offered to them could be less stressed and therefore more focussed in the work environment. This will also mean they are less likely to take days off for stress-related sick days.

Shows you are a responsible employer

Providing your employees with financial education will give them a greater understanding of their finances and allow them to make informed decisions. This demonstrates that you care about the financial wellbeing of your employees and can be considered as an employee benefit in its own right.

Find out more about our Workplace Financial Education programme

Financial education tailored to your company

The needs of every company are different and we will work with you to understand your employees and create a financial education programme tailored to your company needs. We aim to provide education to support employees throughout their lives and inspire them to take control and enhance their financial well-being by simplifying complex financial matters.

More information about our Workplace Financial Education programme

To find out more about our workplace education programme or to book a seminar at your workplace, please contact us on 0117 973 0500.


The value of a pension with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

*Aegon. ‘Financial Wellbeing in the Workplace’. (2019). Sample 2,000, [ebook] London. Available at: [Accessed 10 Sep. 2019].


Enquire Now

If you have any queries or would like to arrange a face to face meeting with an adviser for a no obligation review of your personal finances, simply book a call back using the form below. Alternatively, you can call us on 0117 973 0500.

The Partner together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.

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Three key benefits of Workplace Financial Education
FourWealth Management