Financial education for your workforce
Setting your employees up for better financial wellbeing.
Share plans and pensions are many people's first investment experience. And navigating the world of investing as a first-timer can be daunting. Our educational resources will help your people feel confident managing their finances.
Comprehensive resources
Our educational materials include articles, videos, and infographics covering a wide range of topics. From understanding investment risk and diversification to grasping the concept of dividends, we provide accessible and engaging content to demystify complex financial concepts.
Compliance and expertise
All our educational content is created in line with relevant Financial Conduct Authority (FCA) guidelines. Our team's financial services expertise means the information we provide is accurate, reliable, and compliant with industry regulations.
Invest in your employees' financial wellbeing
By investing in financial education for your workforce, you're not only empowering individuals to make sound financial decisions, but also fostering a culture of financial literacy and wellbeing within your organisation. Let us help you equip your employees with the knowledge and skills they need to navigate their financial journey confidently.
Navigating share plan taxation
As well as investment fundamentals, we also offer guidance on share plan tax. For example we can help employees understand how to mitigate capital gains tax at the end of a Save As You Earn plan by using an ISA.
Get in touch to find out how we can level up your reward offering.
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