How the programme works
Your dedicated relationship manager will guide you, advising on the best way we can work with you to create a tailored programme for your organisation.
Group seminars
‘Making the most of your money’ is a free, one-hour seminar delivered by specially trained presenters in your workplace. The seminar covers everything from budgeting, borrowing, saving and investing, and protecting your family and possessions to saving for retirement. It can also be tailored to offer bespoke information on your own company benefits.
To support this seminar, we give all the attendees a free copy of our ‘Making the most of your money’ guide. This builds on the information given in the seminar and includes useful links and contacts.
Personalised assistance for your employees
As a follow-up to the ‘Making the most of your money’ seminar, or as a stand-alone service, our money advisers can come to your workplace for confidential, individual appointments. This way your employees can get clear, unbiased money advice tailored to their situation.
Or, if your people prefer, this service is available on the phone on 0300 500 5000.
Online
Our comprehensive website has a wide range of free information, tools, planners and resources to help your employees get to grips with their money and find out more about particular products such as mortgages, pensions or insurance.
Our free and unbiased online health check gives them a personal action plan with the top three things to do now, and how to plan for future goals.
Free comprehensive handbooks
Sometimes in life unbiased money advice is crucial. If your employees are worried about losing their job, or are about to retire our comprehensive handbooks will help them to manage their money through these big changes.
