Financial Education

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.

By improving the financial knowledge and understanding of employees, we can help them get control of their finances and relieve these pressures, showing that you care about their financial well-being and 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*
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.

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