Financial education

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Financial education:

Independent financial advisers can offer advice to employees, whether through workshops, seminars or one-to-one sessions, to ensure employees understand their reward, and are getting the most from the package. They receive a tax break on the first £150 of advice. They may be brought in for all staff, those making key decisions such as just before retirement, or for certain tranches of the workforce. Some employers may not want full advice, but may opt for broader generic education offered through presentations and groups, where individual advice on the personal situation of staff is not offered, but they are armed with the information they need to make good decisions about their benefits package..

Independent financial advisers can offer advice to employees, whether through workshops, seminars or one-to-one sessions, to ensure employees understand their reward, and are getting the most from the package. They receive a tax break on the first £150 of advice. They may be brought in for all staff, those making key decisions such as just before retirement, or for certain tranches of the workforce. Some employers may not want full advice, but may opt for broader generic education offered through presentations and groups, where individual advice on the personal situation of staff is not offered, but they are armed with the information they need to make good decisions about their benefits package.

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