We provide a range of informative and practical financial education courses throughout the UK to ensure all employees receive the support they need.
These are delivered through workshop-based interactive sessions in the workplace which can be face-to-face or online. Our experience shows that this type of delivery is the best way to enhance employees’ understanding of financial issues.
Financial education topics:
Planning for retirement
To encourage a positive and realistic approach to a financially secure retirement and help employees make informed choices about retirement plans. Our course covers changes in lifestyle, the advantages of workplace pensions and the State Pensions, tax efficiency, understanding retirement income options, maximising pension benefits and other savings as well as estate planning.
Redundancy
This can give employees greater confidence when faced with redundancy or leaving service early. It can help them to understand the benefits when leaving and explores ways in which to support day-to-day finances during what may be a very difficult time.
Effective tax planning for high earners
This is designed to help employees gain a clear understanding of tax and National Insurance, ensuring that they are compliant and informed. Additionally, the course supports them in avoiding common tax pitfalls that often impact higher earners and demonstrates how to combat these with tax efficient savings strategies to maximise their wealth. Our course also helps employees to understand the pension contribution limits to make the most of retirement planning. Whilst staying ahead of upcoming Inheritance Tax changes on pensions (from 2027) and how to plan accordingly.
Following financial education, employees have access to a telephone helpline for those who would like to speak to someone to clarify any general financial queries they may have and/or to decide on their next steps.
For further details please contact enquiries@affinityconnect.org or contact Training on 0800 019 6076.
