Our consultative approach ensures that we understand your objectives from the start and our experienced Corporate Relationship Managers will work with you to create a programme tailored to your needs.

 

We take a four-stage approach to delivering your programme:

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    We will carry out a review so that we can fully understand your requirements.
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    Having completed the review, we will work through this with you to create a bespoke programme to meet your requirements.
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    We drive take-up through delivering interactive and meaningful communications.
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    We measure the success of every programme giving access to high quality management information.

Latest News

Financial wellbeing - facing the challenges ahead.

Financial wellbeing - facing the challenges ahead.

5th September 2019

The financial wellbeing of members is being compromised. But what can be done to overcome this?

Financial wellbeing and education Q&A.

Financial wellbeing and education Q&A.

5th September 2019

Jonathan Watts-Lay discusses the importance of financial wellbeing & education in the workplace.

Financial education made simple – M&S’s experience.

Financial education made simple – M&S’s experience.

21st August 2019

Marks & Spencer believe that it is important to help their employees to take control of their finances.