How important is the financial wellbeing of employees as we return to a new sense of normal and what is your business doing about it?

The focus on financial education and wellbeing for both businesses and their employees is becoming more important than ever, and it is even more relevant due to the recent challenges we have been facing.

It is however, encouraging to see that many companies are now incorporating this into their employee benefits and general wellbeing strategy, recognising the impact poor financial health can have on their staff.

The Chartered Institute of Personnel and Development (CIPD) have found that poor financial well-being has a detrimental impact on employees’ health with increased levels of stress and anxiety.

Workplace Financial Education and Wellbeing Programme for Employees – Designing Your Financial Road Map

This initial workshop covers the five key areas of financial planning empowering individuals to take control of their own financial futures:

  • Budgeting, Savings and Goal Setting– Get to grips managing income and expenditure, the importance of an emergency fund and setting real goals.
  • The Property Ladder– Learn about mortgages, the costs associated with moving and how your mortgage can work around your lifestyle.
  • Financial Protection for you and your Family – Find out how to protect against the unexpected and the inevitable.
  • Investing for the Future– Understand long-term compound growth, utilise annual allowances for your future and the impact sustainable and responsible investing can have on our planet.
  • Retirement Planning– Design your future lifestyle, review existing plans and understand what income levels may be required at various stages of retirement.

Personal Follow-Up Appointments and Group Presentations

Personal follow-up appointments can be arranged to discuss individuals circumstances and additional group presentations can be organised to cover specific topics in more detail.

What do people say…

“Fantastic, informative, interactive and relevant.”

“Great overview of finances and how to ensure you’re covered for life events.”

“I think the presentation struck the right balance. It gave an overview of all the necessary areas, but with enough detail too.”

“I got most value from the investments, pensions and wills sections which are the first things I will be looking into.”

“I’m very likely to recommend the Financial Education Workshop to colleagues, friends and family.

This has proved to be particularly useful at this time as people have perhaps had time to reflect on their current financial situations and re-visit plans they may have been meaning to put in place.

It has also been suitable for both employees who are working from home as-well as furloughed staff as it is not considered work activity.

Watch the Video

Contact Ryan Briggs via his email ryan.briggs@sjpp.co.uk if the Financial Education and Wellbeing Programme is of interest to you and your business.

Your home may be repossessed if you do not keep up re-payments on your mortgage.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Taxation rules can change at any time and are dependent on individual circumstances.

Wronski Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website via sjp.co.uk/products.

Wronski Wealth Management is a trading name of Oliver Wronski Wealth Management Ltd.