FINANCIAL EDUCATION around pensions & retirement for employees

Employers are recognising that pensions are their most costly employee benefit but there is still work to do to improve understanding, confidence and engagement in this area.

We can collaborate with your internal departments and pension providers to offer our award-winning, human based training with no products to sell, just practical outcomes and measurable actions.

THE impact and outcomes of our training

Impoved their confidence around pensions

Would recommend to work colleagues

Have reduced money stress impacting work

Will login to their workplace pension platform

Will review old workplace pension plans

Will take steps to nominate pension beneficiaries

how do we improve knowledge, confidence & engagement in pensions & retirement planning for your employees

We’re delighted to share some of the work we’re doing with the University of Birmingham in particular around pensions and retirement planning for employees.

Our work has included:

  • A series of four interactive, online group masterclasses focusing on pensions and retirement planning

  • Step by step training and guidance to understand personal and workplace schemes, how much might be needed in later life, how to plan for the future and what options are available

  • Effective signposting to all the tools and resources available including those from their existing pension provider and other partners

  • Clear outcomes, goals and actions to measure engagement and impact

  • Follow up access to the FinWELL Learning Academy to explore other areas of financial wellbeing

  • Access to 1-1 FinWELL Guidance Sessions

  • Dedicated CPD Certified Training now available for Apprentices and Young Adults as part of the onboarding process


How much does this cost?

  • Group Workshops can range from £750-1,250 + vat

  • Blocks of 10 x 30 minute online 1-1 Financial Guidance Sessions from £750 + vat

  • Half day from £1,250 + vat + expenses

  • Full Day from £1,950 + vat + expenses

Contact Us