This guide for employers is intended to assist in establishing whether there is a business case for introducing financial education for their employees and to provide them with ideas on developing a programme. It explores the need and drivers for financial education in the workplace, and the impact and benefits.
It looks at why and how schemes have been introduced in nine case study organisations:
Drawing from the case study experiences, it makes recommendations on developing and introducing a successful workplace financial education programme and provides a checklist outlining the main steps to follow.
View the earlier research Workplace financial education: a win-win proposition published in December 2006.