“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.”
IMPACT ON INDIVIDUALS
Money worries maybe 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...
- 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.