In recognition of the demand on employers to support employees during the pandemic and beyond, we offer an online platform called the ‘Financial Healthcheck’.
The platform helps employees build their knowledge on a range of financial matters throughout their career and will cover topics such as debt & money management, managing savings, retirement and health & financial protection.
The Financial Healthcheck will ask employees a few simple questions around their finances. Based on the answers, it will provide an action list which can be accessed via a personal online dashboard. This could include recommending further learning from online resources such as; watching a webcast or animation, completing a budgeting tool or booking an educational online seminar.
If you want to help your employees achieve their financial goals, please get in touch.
8th December 2021
As announced in April's Budget, the Lifetime Allowance (LTA) will be frozen at its current level of £1,073,100 until April 2026. Latest reports have suggested that as a direct result of the freezing of the LTA, more than 1.6 million pension savers are set to reach the limit and will be hit with a tax charge of 55% in retirement.
29th November 2021
Six out of ten people (63%) think their financial knowledge is either excellent or above average, according to a new survey of working adults.