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.

What is Workplace Financial Education?

Workplace financial education aims to educate, guide and support your employees. It provides them time to talk with a financial adviser to give them a greater understanding of their finances and allowing them to make informed decisions.

What are the benefits of offering financial education in the workplace?

Motivating and retaining your employees is fundamental to the long-term success of your business. Caring for employees wellbeing is widely recognised as contributing significantly to the success of a business and providing financial education can be considered as an employee benefit in its own right.

To succeed in today’s busy world, employees focus their time and energy on their business priorities and objectives. As a result, many employees have limited time to understand and look after their personal finances, this can impact their wellbeing as they stress over day-to-day finances or their financial futures.

The Chartered Institute of Personnel and Development (CIPD) found that poor financial wellbeing has a detrimental impact on employees’ health from increased stress levels and anxiety. In turn, this can result in lower productivity from poorer job performance and absenteeism. 25% of workers report that money worries have affected their ability to do their job (CIPD, 2017).

Our Financial Education Programme aims to assist you in improving the financial wellbeing of your employees. The programme aims to help your employees understand their own financial circumstances and empowering them to make informed decisions regarding their finances.

What Workplace Education services do Four Wealth Management offer?

We offer a variety of workplace education options, all of which can be tailored to your company. We have interactive seminars for different life stages to provide your employees with relevant education depending on their circumstances, for example, if they are approaching retirement. The workshops are engaging and give employees time to consider their own situation. Alternatively, we can provide bespoke workshops tailored to your company and typically aimed at executives. Once an employee has attended a workshop, they will be offered a no-obligation face-to-face individual meeting to discuss their individual circumstances with a financial adviser.

Find out more about Workplace Financial Education

More information about our Workplace Financial Education programme

To find out more about our workplace education programme and which option is best for your business or to book a seminar at your workplace, please contact us on 0117 973 0500.


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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