We are facing challenging times and our physical, mental and financial wellbeing has never been so important both at home and at the workplace.
We are therefore delighted to now be an accredited Financial Education and Wellbeing provider offering education, guidance and advice around key financial matters to help improve knowledge, understanding and confidence.
Financial Education and Wellbeing Programme
We have now launched our complimentary Financial Education and Wellbeing programme that can help empower you to take control of your own finances and also start to plan your financial future whatever your age, stage of life/career or levels of experience.
It is encouraging to see more and more employers recognising the impact this can have on their employees and the business itself. This can help develop a socially-responsible culture, minimise employee absenteeism while also maximising performance and productivity.
- Access to our brand new 'Choices' website providing ongoing educational content that can be tailored to your circumstances.
- An invitation to our initial online workshop covering the five key areas of financial planning, enabling you to start designing your personal 'Financial Road Map' around the following areas:
- Money Management
- The Property Ladder
- Financial Protection
- Investing for the Future
- Retirement Planning
- Invitations to additional follow-up sessions taking a more detailed look at areas that are relevant to you.
- Follow-up guidance or advice appointments.
- Access to professional advice as and when you need it.
This programme is available for...
- Individuals and Families
- Business Owners and Employees
- HR Managers and Team Leaders
You will not need to share any personal or financial information as part of this programme.
What People Say...
“A refreshing approach that helped both our business and our employees and made a real impact. Every business should have a trusted financial education provider, especially in these challenging times.”
“Fantastic, informative, interactive and relevant.”
“Great overview of finances and how to ensure you're covered for life events.”
“The session was great and well structured. I think I benefited the most from the different terms being explained and how to budget.”
“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 will definitely recommend to my parents and friends looking for help.”
“I’m very likely to recommend the financial education workshop to colleagues, friends and family.”
“I was clearly guided through the session and was given actionable insights and provide an understanding of the different things to consider when planning for my financial future. I will recommend it to a lot of people.”
Register Your Interest...
If you would like to access this service for yourself or your company then please email firstname.lastname@example.org to discuss further and we will send you your unique invitation.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
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