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WORKPLACE FINANCIAL EDUCATION & WELLBEING

With money worries now recognised as the single biggest cause of personal stress worldwide, tackling the issue of employee financial wellbeing head-on could be one of the smartest business decisions you will ever make.

IMPACT ON INDIVIDUALS

Money worries may be keeping some of your workforce awake at night. Their concerns are not just about how much money they earn, but how to manage it, now and for the future.

They could be experiencing anxiety about paying off debts; rent, mortgage and household bills; lack of savings; coping financially in old age; care costs for children and elderly dependents – and family finances if they should die.

IMPACT ON BUSINESS

Often employees have little understanding of the financial issues that can affect them adversely. This lack of knowledge is leading to growing stress, less engagement in the workplace, lower productivity, increased absenteeism and a lack of confidence across the UK workforce.

The answer is not just a case of providing realistic salaries and good benefits. The Government is increasingly looking to employers to fill the ‘advice gap’ in financial education.

How we can help

We can help you improve your employees’ financial literacy, educating them in how to manage their money for a lifetime of financial wellbeing.
We will equip your workforce with the right tools, best unbiased advice and holistic support they need to make good financial decisions that transform their lives and enable them to achieve the futures they want. That means they, and your business, can face the future with confidence.

FINANCIAL EDUCATION THE BENEFITS FOR YOUR...

  • BUSINESS
  • EMPLOYEES
  • Reduce employee stress over financial matters and minimise stress-related illness
  • Reduce absenteeism to take care of personal financial matters
  • Increase worker productivity
  • Increase participation in, and contributions to, employer-sponsored retirement plans
  • Improve use of, and satisfaction with, other employer-provided benefits
  • Reduce staff turnover by attracting and retaining qualified workforce
  • Fewer accidents on and off the job
  • Employees less likely to commit errors or have accidents
  • Reduced insurance premiums and HR administrative costs
  • Improved overall understanding of financial issues and management
  • Lowered household debt-to-income ratio
  • Increased savings and financial security
  • Raised awareness and appreciation of the value of their workplace benefits
  • Increased financial wellbeing
  • Improved decision making and confidence
  • Greater understanding and take-up of compensation and benefit programmes
  • Increased participation in, and contribution to, retirement plans
  • Reduced stress and anxiety

INTRODUCING OUR FINANCIAL EDUCATION SERVICE

FOUNDATION

An introduction to fundamental money management for employees that includes how to get out of debt; budget and save better; and prioritise spending.

ADVANCED

These sessions include capitalising on employee benefits; preparing for and enjoying retirement; investment strategies; and wills and estate planning.

CHANGE MANAGEMENT

Our targeted sessions help guide your employees through the financial implications of organisational change such as relocation or company restructure.

KEY MOMENT SUPPORT

We provide essential financial information and options to employees facing key life moments such as starting a pension; buying a first home; or divorce.

EXECUTIVE COUNSELLING

These sessions are aimed at supporting time-poor directors and senior executives with more complex employee benefits and compensation arrangements.

PERSONAL ADVICE

Individual employees benefit from comprehensive professional advice, provided on a one-to-one basis by a Chase de Vere independent financial adviser.

WORKING WITH YOU

Analysis

Analysis

Your adviser will gain a thorough understanding of your business and benefits strategy.

RECOMMENDATION

RECOMMENDATION

Based on detailed analysis, we’ll provide unparalleled independent advice and solutions.

IMPLEMENTATION

IMPLEMENTATION

We’ll project manage our recommended solutions with internal teams and external suppliers.

COMMUNICATION

COMMUNICATION

We’ll raise awareness and take-up of the benefits programme with all members of your team.

ADMINISTRATION

ADMINISTRATION

We’ll deal with everything, internally and externally, from paperwork to employee queries.

REVIEW

REVIEW

We’ll review and ensure your strategy remains competitive, compliant and best value for you.

TAKE A LOOK AT OUR OTHER SERVICES

Employee Benefit Consultancy

The workplace is changing. Recruiting and retaining the best talent needs a fresh, holistic approach to reward and engagement, where employee wellbeing is as important as wages. We can help. ...

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People are the backbone of every successful business. They overcome problems, drive results and generate profits, So, it makes sense to ensure your business is protected from losing key personnel....

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“We've been truly impressed by their extensive product expertise; their ability and willingness to serve clients of all sizes; and above all, their commitment to providing exceptional levels of service.”

“Chase de Vere has done a fantastic job and our clients regularly come back to us with praise and gratitude for their work.”

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Disclaimer:

Investments can go up and down in value, so you could get back less than you put in.
The Financial Conduct Authority does not regulate cash flow planning, tax or estate planning.

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