The Benefits of Financial Education

Jonathan Watts-Lay, Director, WEALTH at work comments in the latest issue of Workplace Savings & Benefits on the benefits of providing workplace financial education.

Watts-Lay comments “If you think about financial education as a non-regulated activity. The reason it’s non-regulated is that you’re giving people facts, you’re not telling them what’s right or wrong, and you’re not telling them what they should or shouldn’t do. But when it comes to advice, and by that we mean regulated advice, it is very much about recommendations and companies cannot do that.”

Workplace Savings & Benefits - Finding Better Guidance (625 downloads)

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