Financial Education

The Organisation for Economic Co-operation and Development (OECD) state that as a nation, the UK has a below average financial literacy score. It is therefore not surprising that 55% of employees say that being under financial pressure affects their ability to work and 8% admitted to taking time off work due to financial stress.

It would therefore seem sensible that by improving the financial knowledge and understanding of employees, we can help them get control of their finances and relieve these pressures. Not only will this show your employees that you care about their financial well-being but it will also improve their productivity.

To help you cater for the multi-generational workforce, we have created a programme that will help employees during all stages of life. The topics we include within this programme are as follows:

Pensions and pre-retirement planning
At retirement options
Money/Debt management*
Mortgages*
Redundancy advice

Wills, probate and Inheritance tax*
Company Share Schemes
Flexible Benefit Enrolment
Executive Financial Education

* for these services, we introduce our clients to the appropriate professionals who are not part of Tavistock Private Client Ltd

If you require any further information, please feel free to contact the Tavistock Employee Benefits Team. Alternatively, you can send us a message below.

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Tavistock Employee Benefits is a trading style of Tavistock Private Client. Tavistock Private Client Limited is authorised and regulated by the Financial Conduct Authority, FCA number 210782, and is a wholly owned subsidiary of Tavistock Investments Plc

Registered in England Registered O­ffice: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell  RG12 7BW, Company Number 04298592

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Tavistock Employee Benefits