Mid-career/Early Planning Seminars

A frequent comment from pre-retirement seminars is "I wish I’d been given this information 10 or 20 years ago." For that reason, it is our strongly held view that employers should consider seminars that help individuals much earlier in their careers.

The provision of financial education should ideally start much sooner. By providing high quality, well communicated and useful information as early as possible, employers can demonstrate the added value they provide through ‘in-house’ employee benefits.

Through a better understanding of their benefits and options, employees are able to take responsibility and plan for their financial future more effectively.

Seminars are flexible and informal, varying in duration and content to suit the needs of employees. These generally cover:

Seminars are "student-centred", discussing subjects of interest to the group present and drawing on the experience of the employees themselves.

"Excellently presented in easy to understand language. Kept my interest over all topics."

Seminar delegate comment