Workplace Financial Education

Why Workplace Financial Education?

Nearly half (46%) of employees spend two to three hours per working week dealing with personal finances1 while 25% admit money worries have negatively impacted productivity2. Almost one in ten have taken time off work to deal with their financial matters3.

Financial Education can help you combat key people risks such as:

  • Employee absence
    Absence costs your business. When an employee is unexpectedly away from work your staff can be disrupted which in turn can affect productivity.
  • Staff turnover
    Employees who feel their income isn’t working for them will often search for new jobs to move up the pay scale. The cost of recruitment is significant.    
  • Productivity
    Employees who are worried about money problems are likely to be distracted at work. On top of this, money worries can cause sleepless nights which can lead to reduced performance at work.

How we can help

Our Money at Work Financial Education programmes provide a range of workplace solutions including initial consultancy, workshops, individual clinics, and a range of online digital solutions. Our workshops can be adapted to your specific needs as a business and can incorporate your brand.

Our Workplace Retirement Support can also help your employees prepare for retirement, financially and emotionally.

Find out more from our dedicated team

Need advice? Our team can help.
Send us a message or call us on the number below.

1. Purchasing Power 2013
. CIPD 2017
3. PWC 2016

Product benefits and features

We listen to you and build personalised solutions based on our understanding of your needs, your business and your workforce. We can help you to create an education strategy to improve your employees’ wellbeing and lessen the people risks that can have a significant impact on your business.

Face-to-Face workshops
We offer set modules on a variety of financial topics or we can create an education programme specifically for your employees. Our education provides your employees with the tools and knowledge to plan effectively for the future. Unlike other education providers we do not include details of any of the personal products and services we offer. 

We offer online training to complement our face-to-face workshops or as a stand-alone education tool. Our Financial Essentials and Planning for Retirement online courses use e-learning technology to provide interactive and enjoyable learning experiences. Employees can complete these in their own time, at their own pace. Visit for more information.

What our clients say

Financial Education, Victoria Fletcher,
Hachette UK

This is the first time we’ve offered a financial education course to such a segmented part of our workforce, and the results have been really positive. The pre and post survey feedback has really demonstrated that employees prefer to receive financial education with their immediate peers as it can be better targeted and therefore more beneficial.

Frequently Asked Questions

How can we offer Financial Education services to our geographically diverse workforce?
Money at Work has a range of solutions including Face-to-Face, Digital e-learn and webcasting/webinar capability that we can provide across the country and tailor to a diverse workforce’s needs.
How can we help employees with debt problems?
We can provide tailored education to help employees tackle their debt and create a financial plan, as well as improving their financial habits to avoid getting into debt in the future.
We want to help our employees get on to the housing ladder
We have specific workshops on a variety of topics including how to plan for buying a house and the various savings schemes that are available to first-time buyers. We put this in the context of their personal saving goals and planning effectively for the future.
We want to help employees engage with the pension scheme and make appropriate contributions
We not only provide education on how to plan for the future and understand pensions in general, we can educate your employees on the specific details of your pension scheme and encourage them to engage and manage their contributions to achieve their retirement saving goals.