Fluent IFA offer a range of financial awareness seminars for employees. Our aim is to provide employees of all levels with a basic understand of their employee benefits and how best to use them, together with an idea of how best to plan personal finances.
Financial literacy amongst employees is an issue of increasing concern, because less than 1 family in 5 are making adequate provision for old age
"British society is, in effect, sleepwalking into a financial future for which it is ill prepared"
Sir John Banham, chairman of the Institute of Actuaries Governmental inquiry.
The objectives of our Financial Awareness courses are to:
· Effectively communicate the basis and value of benefits provided by their employer
· Provide an understanding of the benefits provided by the state
· Consider the need for and methods of personal provision
· Cover financial issues of particular relevance to the audience
· Address the needs of current employees in line with changes in employment trends.
· Provide advice on retirement
· Provide advice on redundancy
· Senior Managers Advisory Service
The approach to these services can be tailored to specific requirements, ensuring that the needs of a wide range of employees are addressed. The counselling service can either be carried out on a one to one basis or for groups of employees.