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Tailoring financial education to all ages
20th May 2015
Jonathan Watts-Lay, Director, WEALTH at work, comments in the latest edition of Reward magazine in an article titled ‘When one size doesn’t fit all’ about how financial education which is communicated and tailored appropriately, can successfully engage different age groups with their savings.
Watts-Lay says, “It’s important to help younger people to understand the benefit provision that the company offers, and get them to understand the key messages about their savings. For the middle-aged group, the notion of taking a rain-check mid-career is growing, encouraging scheme and savings decision making earlier in their career. And at the other end, it’s about making sure the older demographic understands those all-important options they have at retirement.”
Please click here to download your copy of When one size doesn’t fit all (469 downloads)
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