Keeping you informed

Giving your employees financial confidence

Getting closer to retirement can affect everyone in different ways.

For some people it’s a relief that they can finish work and have a rest. For others, it’s excitement and anticipation of the future ahead of them doing what they want.

But another group may feel nervous or worried as they’re not sure what’s ahead and are concerned they won’t have enough money.

As an employer you may have come across the full range of situations. But you can help.

We’re committed to supporting our members through their working lives and as they plan for their retirement and then move into the next phase.

Helping your employees develop the financial literacy they need to confidently plan their retirement is a great gift you can give. It can be a way to complement the wellbeing benefits you provide for your people.

Developing financial literacy

We can deliver financial literacy sessions to your employees to help them build money management skills so they can make informed decisions.

Many people start focussing on their finances as the years, or months, to retirement start counting down but financial literacy is vital at every stage of life.

Our financial literacy sessions cover:

• How informed decisions can build financial security and stability
• Life’s financial stages
• How to make a budget and set short and long-term savings goals
• Understanding debt, home loan and credit scores
• Salary sacrifcing, and
• Scam awareness.