Workplace Financial Education

Workplace Financial Education

“LIFT go above and beyond in assisting us and are always quick in their response to any queries that we have.”

Julie Leverentz, Head of Human Resources, CGNMB LLP

Helping your employees make better financial decisions can pay dividends.

Companies offering financial education to their employees are at the forefront of a growing trend. We've been developing this service over several years and our corporate clients  can vouch for the value and benefit to them and their workforce. 

At each stage of their careers, your employees are faced with different financial challenges. Savvy employers know that helping them to deal with these issues leads to a happier, less stressed workforce who value the support they are given.

The Financial Education programme is bespoke for each client, but the list below gives you an idea of the areas we can cover. 

Example presentations & their audience

  • Cash and debt management - for graduates and younger employees
  • Mortgages - all home buyers but particularly first time buyers
  • Financial planning - employees in their 30s
  • Savings and investments - those employees with surplus income
  • Planning for retirement - Employees in their 40s and 50s
  • Approaching retirement - those in their 50s/60s retiring within 12 months
  • Estate planning - all employees for themselves or their relatives


Face-to-face advice

We can create a programme of presentations and workshops tailored to your company employee demographics and these group presentations are just the start. Unlike many advice firms, we can arrange one on one sessions for your employees which gives them the opportunity to ask questions specific to their situation. Contact our corporate team who can talk about a programme for your organisation. 


Our Clients Say

LIFT-Financial have provided us with a great service for a number of years. We find their flexible and can-do attitude very refreshing.

Julie Leverentz, Head of Human Resources, CGNMB LLP

Cookies help us provide our services. By using this website, you accept our privacy policy  |  Accept cookies