Thank you for choosing clarity as your financial planning and investment management partner.

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.

Thank you for recommending clarity. We strive to provide all of our clients with the very best possible service and welcome any feedback on ways in which we could improve.

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Case Studies

Cushman & Wakefield Case Study
The addition of financial advice to our Flexible Benefits and new joiner packages has proved most valuable to our employees. It has allowed them to make more appropriate financial choices and to better value the benefits we work hard to provide. - Ben Marks Associate Director, Human Resources at Cushman & Wakefield
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Workplace financial education, advice and benefits communication

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 As defined benefit (DB) pension schemes have been replaced by defined contribution (DC) arrangements, the responsibility for saving for retirement has moved from employers to employees.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.

clarity’s workplace financial education services include:

  • basic financial education that covers, for example, the value of any employer provided benefits
  • bespoke financial education programmes with specific sessions developed in line with your requirements, such as:
    • budgeting and managing debt
    • savings and protection
    • the need for pension planning
  • access to advice, financial calculators and education, enabling employees to undertake financial life-planning
  • full financial planning advice for executives and senior staff

Financial education – your employees will love you for it

You can find out more about the range of workplace financial education services available from clarity by downloading our brochure.

For more information or to book a free initial meeting with one of our consultants, please call us on 0800 368 7511 or click here to make an enquiry.

“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.”

Stephen Barrett
Regional HR Director