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OUR BESPOKE EMPLOYEE

Financial Education Programme

Our bespoke financial education programmes are designed to empower and inspire your employees at any level. We draw on a range of approaches to meet your specific needs, from one-to-one consultations to seminars on common issues. Sessions are hosted by the AAG Financial Education team with guest speakers from AAG Wealth Management, all of whom are brilliant at sharing knowledge in a warm, clear and accessible way.

We are delighted with the results our clients share with us. For example, employees taking part in the programme are more likely to actively engage with their financial benefits package, which is positive both for their financial wellbeing and for engagement and retention. In fact, nearly 100% of HR buyers and employees see financial education as a valuable benefit.**

**Source: The Money Advice Service, 2016

Award Winning

Having won the ifsProShare award for Best Financial Education Initiative for Employees for our work with Henderson Global Investors, we were delighted to be finalists in the 2021 Employee Experience Awards for our work with another of our clients, Liberty Speciality Markets. The judges noted the ‘impressive and well thought-through financial wellbeing strategy provided by AAG’, from which Liberty Speciality Markets’ employees continue to benefit.

Tailored to you

No two companies are the same, so our programmes are designed with you to meet your specific needs. Our flexible suite of options can run independently or as a complementary ‘mix and match’ solution.

CPD accredited

We are also delighted that our gold standard programmes are CPD accredited, adding CPD hours contribution to the benefits of participating, as well as extending programme access to even more professionals.

THE VALUE OF EMPLOYEE
FINANCIAL EDUCATION

75%

75% of employees would welcome more support on financial planning
Source: CIPD Employee Outlook Survey, 2017

79%

79% of HR buyers believe financial education improved business performance
Source: Employee Benefits magazine, 2016

90%

90% of HR buyers and employees think offering financial education is a good decision
Source: AAG research at IFS Proshare Conference, 2016

86%

86% of employees believe financial education played a role in their personal finance decisions
Source: The Money Advice Service, 2016

97%

97% of HR buyers and employees view financial education as a valuable part of the employer benefit package
Source: The Money Advice Service, 2016

Read two case studies

FINANCIAL SERVICES ORGANISATION

From employee share plan* investing advice to wide-ranging ongoing education

OUR PROGRAMME

  • Presentations across 4 UK offices on share plan investing and tax efficient wealth management
  • Tax planning breakfast briefings
  • 1-1 personalised consultations*

Leading to: An ongoing financial education programme covering a broad range of topics.

LAW FIRM

Educating FTSE 250 executives on the changing pensions landscape

OUR PROGRAMME

  • Interactive round-table pensions and retirement planning session hosted by our pensions specialist for senior executives and employee benefit managers
  • 1-1 consultations with senior wealth managers*

Leading to: An ongoing financial education programme covering a broad range of topics.

*This service is by way of an introduction from AAG Private Clients Limited (Trading as AAG Financial Education) to AAGSJP Limited (trading as AAG Wealth Management) who are authorised and regulated by the Financial Conduct Authority.

"Our employees found the quarterly educational sessions very useful and informative, and we have received positive feedback on the 1-2-1 sessions. Our people appreciate having the opportunity to discuss financial matters, unique to them and their families, in a personalised meeting at a time convenient to them." Katya Godin, Compensation and Benefits Manager | S-RM

Tell me more

Our financial education programme is a cost effective and impactful employee benefit designed to meet your needs now and as you grow. Your tailored programme will draw on our core building blocks, including:

  • Quarterly webinars
  • Interactive group sessions on relevant topics for your team
  • Quarterly executive briefings
  • Roundtable sessions targeting complex areas for senior staff
  • Unlimited 1-1s*
  • Confidential 60-minute individual consultations
  • Unlimited mortgage 1-1s*
  • Surgery-style drop-in clinics for mortgage queries
  • Weekly wellbeing email
  • Bite-size financial wellbeing news and insights
  • #AAGFinanceFriday access*
  • Priority access to our popular #AAGFinanceFriday webinars
  • Regular reporting
  • Regular MI on engagement impact and feedback

*This service is by way of an introduction from AAG Private Clients Limited (Trading as AAG Financial Education) to AAGSJP Limited (trading as AAG Wealth Management) who are authorised and regulated by the Financial Conduct Authority.

Let’s get started

Financial Education services are offered by AAG Financial Education which is a trading name of AAG Private Clients Limited, registered in England & Wales. Company number: 05390261. Registered Office: Lumaneri House Blythe Gate, Blythe Valley Park, Solihull, West Midlands, United Kingdom, B90 8AH. AAG Financial Education services fall outside of wealth management advice and are separate and distinct to the services offered by St. James’s Place. They are therefore not covered by neither the St. James’s Place Guarantee, which is solely reserved for wealth management by representatives of AAGSJP (trading as AAG Wealth Management).

AAG Private Clients Limited (Trading as AAG Financial Education) introduces to AAGSJP Limited (trading as AAG Wealth Management) who are authorised and regulated by the Financial Conduct Authority.