Employee Financial Education & Wellbeing

What more can you do to create a happy workforce? 

Do you recognise the link between financial wellbeing and staff contentment?

Financial stress is a killer. It affects their performance, their happiness and their ability to give you their best. 

Financial wellbeing is about giving people the ability to take control of their finances, know their financial goals, whilst making choices that enable them to enjoy life now and plan for their great future. 

Our financial education and wellbeing programme gives your employees the knowledge and tools they need get to grips with their finances. You will be the employer that enables them to gain those benefits.

As Principal of Kilsaran Financial Planning, Associate Partner Practice of St. James's Place, I’ve over 20 years’ experience in financial services, helping reduce the stress that financial matters can cause. 

We help them with: 

  • Understanding current employee benefits 
  • Ensuring adequate family protection cover is in place 
  • Navigating the maze of home purchasing and re-mortgaging 
  • How they can best leave a legacy
  • Making the right Investments and Savings choices for them
  • Planning for their children’s future 
  • Informing them about work and state pensions
  • Retirement planning and tracing frozen pensions

The two ways we have found to deliver this best is:

  • A free online or at your place of work presentation with a valuable educational session and/or no obligation 1:1 individual private ‘financial discussion’ sessions. 
  • Good financial control can help keep your employees engaged, motivated and happy. 

You can provide that with our expertise.

Contact us now for this ‘peace of mind’ financial education and wellbeing service for your employees.

Your home may be repossessed if you do not keep up repayments on your mortgage. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested