If you know of any family members or friends who would also benefit from our strategic financial planning advice and/or investment management services, please do pass on our details. Alternatively, provided you have their permission, you can use the form below to ask us to contact someone to arrange an initial free consultation with one of our advisers.
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Companies Using clarity
Many organisations recognise that financial education should now be an integral part of any employee benefits package. With more financial choices available to individuals than ever before and a constantly changing legislative framework, many people are looking to their employer for help.
The pension landscape has been through significant changes in recent years. As defined benefit (DB) pension schemes have been replaced by defined contribution (DC) arrangements, the responsibility for saving for retirement has moved from employers to employees. The introduction of the 2015 pension freedoms, although widely welcomed, has added further complexity
Improving financial education and giving employees the tools they need to understand, assess and manage their own money helps give them peace of mind. In addition, employers can be confident that their wider investment in employee benefits is understood and valued. Workplace financial education can help employees understand the current and future value of their benefits, encouraging them to remain loyal to an organisation. Our clients typically see a measurable improvement in employee benefit communications and staff retention.
You can find out more about the range of workplace financial education services available from clarity by downloading our brochure.
“We appointed clarity following a suggestion from our pension trustees that we offer financial advice to our employees to explain the closure of our final salary pension scheme. clarity has provided an excellent series of seminars and one-to-one meetings for staff all around the country to explain the implications of these changes and what actions individuals need to take. This has been backed up by a newsletter and website featuring additional information, a forum for advice and questions and an on-line pension calculator. We believe that when making such changes it is important to explain their full implications for employees.”
Regional HR Director