Money worries often follow people to work. They sit in the back of the mind through meetings, and they can be one of the biggest sources of stress your employees carry. Many people were never taught how pensions, tax or investing work, and they're wary of anyone selling something. That's the gap our seminars fill: honest financial education, in plain English, from two financial planners with nothing to sell in the room.
Live sessions at your workplace or online, built around questions people actually have. Popular requested topics include making sense of your workplace pension, planning for retirement at every career stage, tax basics most people miss, and what to do (and not do) when markets fall. No jargon, no scare tactics, and no product pitch. The aim is simple: everyone leaves knowing more about their own money and their workplace benefits than when they walked in.
Some employers want a one-off session in financial wellbeing week; others build a rolling programme throughout the year, with sessions aimed at different career stages. Lunch-and-learns, half-day workshops, small groups or a full room, in person or on a call. We'll shape it around your workforce, and we're happy to start small and let the feedback decide what comes next.
HR, reward and wellbeing teams who can see the cost of financial stress and want to offer something with substance behind it. Mental health support has rightly become standard in good workplaces; financial wellbeing is often the next piece and it's probably the one employees want most.
Employees can book an optional one-to-one conversation with us after any session, on a topic of their choosing. No charge, no obligation, and no follow-up sales calls. Some people want five minutes on their pension percentage; some discover they'd value one off or ongoing advice. Either way, it's their choice, made in their own time.
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