financial education.

Many employees struggle to understand basic financial and investment issues – a cause of concern to both government and employers. Employers spend time and money trying to explain the various benefits on offer but employees fail to understand and therefore fail to maximise their true value.

The reasons for this are not hard to find. Research shows that passively delivered information – through booklets, leaflets or the company intranet is largely ineffective. What we provide is not information as such but financial education, which is proactive, interactive and creates a deeper and lasting understanding.

Furthermore, the needs of every organisation are different. For example, our experience shows that classroom-based delivery is the best way to enhance the understanding of financial matters for most employees; but this may not always be possible. For that reason, we tailor our financial education to the needs of each company we work with and deliver via a range of methods, from seminars to webcasts. Topics covered include:

• Financial awareness for graduates and new entrants
• Launch of an employee share scheme
• Maturity of an employee share scheme
• General financial awareness
• Long-term income planning
• Retirement planning
• Coping with redundancy
• Changes to the company pension scheme
• Specialist bespoke modules such as recent budgetary tax changes
• Specialist Executive modules for senior employees to ensure they understand the financial implications of more complex reward mechanisms such as performance share plans and long term incentive plans.

WEALTH at work provides bespoke financial education to the executives of some of the UKs largest companies, helping them understand the value of their cash, share and pension based remuneration with an emphasis on how the various elements may contribute to their longer term financial well being.

To learn more, please click on our webcast below: