Workplace Financial Education

Making your team’s financial future matter

In today's fast-paced world, financial stress can significantly impact employee productivity, morale, and overall well-being. As an employer, you already juggle countless responsibilities, and it’s easy to overlook the financial struggles your staff might be facing. But what if addressing these needs could lead to a happier, more productive team and a healthier bottom line?

A recent survey revealed that 63% of employees said that they wanted more help with their finances from their employer, and 39% of adults reported that they won’t be able to save money in the next 12 months. These gaps represent a significant opportunity for employers to make a meaningful difference¹.

We understand that as a business owner, you're under immense pressure and may feel you lack the time or resources to tackle financial wellness. However, investing in your employees' financial health doesn't have to be a heavy lift. With our Workplace Financial Education programme, we make it easy for you to provide your team with the support they need, right at your premises.

¹Sources: ONS, How are financial pressures affecting people in Great Britain? 2023 (sample size 18,464)

Speak to our Workplace Financial Education Team

Imagine the benefits: reduced financial stress leads to higher productivity, better engagement, fewer absences, and improved retention. Ultimately, a financially healthy workforce contributes to a stronger, more resilient business.

We’re here to help you bridge the gap. Our expert advisers will conduct interactive workshops tailored to your employees' needs, covering everything from budgeting and saving to retirement planning and debt management. By integrating financial wellness into your employee benefits package, you’re not only supporting your team but also fostering a thriving work environment.

Join us in empowering your workforce and watch as your business reaps the rewards. Contact us today to schedule a consultation and see how easy it can be to make a profound impact on your employees' lives and your company’s success.

Overcoming your challenges

At Reflect Financial we understand the hurdles employers face when it comes to supporting their employees' financial well-being. Our Workplace Financial Education programme is specifically designed to address these challenges and provide seamless, effective solutions.

Time Constraints: We take the burden off your shoulders by organising and conducting the workshops at your premises or virtually, requiring minimal time commitment from you.
Limited Resources: Our no-obligation programme ensures that even small businesses can offer high-quality financial education without straining their budgets.
Lack of Expertise: Our team of experienced financial advisers brings the necessary expertise to deliver accurate, valuable advice tailored to your employees' needs.
Employee Engagement: We use engaging, interactive workshops to ensure high participation rates and make financial education accessible and appealing to all employees.
Measuring Impact: We provide tools and metrics to help you track the effectiveness of our programme, showing tangible improvements in productivity, retention, and overall business performance.
Integrating with Existing Benefits: Our programme is designed to seamlessly integrate with your current employee benefits, enhancing your existing offerings without added complexity.

Option 1 - Workplace Financial Education Seminar Programme

Transform your workplace with our tailored financial education workshops, available in-person or virtually. Designed to address your team's specific needs, our seminars cover everything from short-term budgeting to long-term retirement planning. We'll work with you to customise each session based on your team's concerns, ensuring a relevant and impactful experience.

Our financial education workshops offered as in-person or virtual presentations are specifically tailored to the needs and concerns of your team, whatever life stage they’re at. We’ll talk about short, medium and long term goals, understanding incomes and expenditures, retirement planning, family planning, investment planning, budgeting, understanding tax and much more.

Our team will work with you in the background to tailor the session following the needs and concerns your team have expressed. We will then create a bespoke communication with your own unique link where team members can register to attend the session. This will happen once a quarter.

Option 2 - Workplace Financial Education Coaching Clinic Days

Offer your team personalised financial guidance through our Coaching Clinic Days. Our qualified financial advisers provide one-on-one support, helping employees with tailored advice to meet their specific needs and circumstances.

Includes:

Dedicated Financial Education Specialist: Our specialist will work with you to set up and manage the clinics, ensuring smooth coordination and maximum participation.
Customised Marketing Materials: We provide bespoke branded marketing materials to promote the clinics to your staff and encourage them to book appointments.
Individual Financial Adviser Sessions: Employees have the opportunity to meet with a dedicated, qualified financial adviser for 30-minute or 1-hour appointments.
Flexible Scheduling: Clinic days can be strategically scheduled throughout the year to align with key events such as employee onboarding, salary reviews, tax year-end, or specific life milestones like retirement planning.

Option 3 - Combination of both options for maximum impact:

By combining both our seminar programme and coaching clinic days, your organisation can create a comprehensive and sustainable financial education programme that offers unparalleled benefits:

Why combine both?

Comprehensive Support: Cover all bases with a combination of group workshops and individual coaching, ensuring that every employee receives the level of support they need.
Continuous Engagement: Keep financial wellness at the forefront year-round with quarterly workshops and strategic clinic days scheduled throughout the year.
Tailored Solutions: Address both general financial literacy needs and individual concerns with our versatile approach, maximising the impact on employee financial well-being.
Long-Term Relationship: Foster a lasting partnership with our team, providing ongoing support and guidance to your employees as they navigate their financial journeys.