Financial Wellness
We can provide practical tips for employees on understanding and utilising employment benefits, maximising tax credits and allowances, and looking at investment essentials. We are all about impartial advice and not product sales. We can help employees understand the appropriate financial planning for them and their families.
These seminars are delivered digitally and will offer a live Q&A section with the expert towards the end of the session. Some of the below titles are available as pre-recorded seminars, denoted by an asterisk below.
-
Financial 101
What's covered?
Marketing and support
Registration support
Reporting and analysis