In-person financial education workshops
Presented in a group format, our financial education workshops are interactive, informative and designed to encourage meaningful engagement.
Reducing financial stress in the workplace.
Wellbeing is multi-faceted. While the physical and mental aspects often hold the spotlight in employee benefit discussions, financial wellness is just as important. When your employees are worried about their financial situation, it can affect their concentration, confidence and overall sense of wellbeing, with knock-on effects on engagement, absence and productivity.
Financial wellbeing support for the real world.
Drawing on extensive experience in benefits management and the expertise of Acumen Financial Planning, we work with you to design a financial education programme that addresses the everyday and long-term concerns of your employees, with no jargon, no talking down and no sales pitch.
One-to-one financial wellbeing support
Delivered via confidential conversations, we provide empathetic support that helps staff take control of their finances and feel more confident about money.
On-demand resources for continued learning
Available whenever they are needed, we create practical, accessible materials that reflect the changing financial wellbeing needs of your team.
Financial education that delves deeper.
By bringing together the employee benefits expertise of Acumen Employee Benefits and the financial planning knowledge of Acumen Financial Planning, we deliver programmes that go beyond traditional workplace financial education.
From pensions and income protection insurance to savings and investments, we help your people understand the entirety of their financial situation, providing them with the information they need to make informed decisions both in and out of the workplace.
In providing this type of guidance to your staff, you could benefit from:
Improved concentration and productivity
Helping employees feel more confident about their financial future can help reduce financial stress and its impact on focus, wellbeing and attendance.
Improve long-term financial wellbeing
Giving employees the knowledge they need to engage with their pensions and wider finances can support better long-term outcomes and reduce admin time.
Increased engagement with workplace benefits
A clearer understanding of key financial concepts can assist employees in recognising the value of their benefits package and the most beneficial ways to use it.
What clients say.
“Acumen Employee Benefits provides a dedicated, professional and friendly service with expert advice to myself and the wider team on all aspects of financial and pension planning for our employees.”
Lorna Cameron
HR/Payroll Director, Tulloch Homes
Workplace financial education FAQs.
Find answers to some of our most frequently asked questions. If you can't find what you're looking for, our team is here to help. Simply get in touch and we'll be happy to answer your questions.
Why is financial wellness in the workplace important?
Financial wellbeing is a key indicator of the general health of employees and their work satisfaction. Money worries can take a tremendous toll on anyone. Therefore, seeking to educate your employees on how to take control of their finances can lead to more job satisfaction, a higher level of productivity free from financial distractions and less chance of long-term absences due to finance-related stress.
Can workplace financial education be provided in different formats?
Absolutely, and it all comes down to what works best for your employees. Our group workshops can provide a reassuring environment for staff to learn and bounce ideas off of their colleagues. Conversely, those seeking guidance on more sensitive topics, or for those who just prefer to talk less openly about finances, can benefit from one-to-one discussions with our financial planning partners.
How do you handle confidentiality in one-to-one financial wellness sessions?
Any information shared with us by your employees in one-to-one sessions will be treated with the strictest confidentiality. We will not provide employers, colleagues or third parties with any details of the discussion, except in the event of criminal activity or the potential for criminal activity taking place.
Can you help our employees with their retirement planning?
Workplace pensions and retirement planning are common topics within our financial education programmes. Working alongside Acumen Financial Planning, we can help employees better understand how pensions work, the importance of retirement planning and the options available to them.
What is the difference between financial education and financial advice?
Financial education is designed to improve understanding of financial topics and help employees make more informed decisions. Financial advice, on the other hand, involves personalised recommendations based on an individual's circumstances. Where regulated financial advice is required, employees can choose to work directly with Acumen Financial Planning, which is authorised and regulated by the Financial Conduct Authority (FCA) or any other financial planning firm.
Impartial education and expert guidance.
Our Employee Benefit Consultants work alongside the planning specialists at Acumen Financial Planning to assist you in putting the processes in place to educate and engage your staff.
As a specialist provider of financial wellness programmes, we deliver clear, accessible guidance on a range of topics while helping employees understand the difference between financial education and regulated financial advice. Where appropriate, individuals can seek independent financial advice before making decisions about their personal finances.
Acumen Employee Benefits is an appointed representative of Acumen Financial Planning who are authorised and regulated by the Financial Conduct Authority.
FCA number: 916905
