Policy Report

Workplace financial education

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Format Title File size

Workplace financial education

Published August 2012

File size:
727 KB

Download the 'Workplace financial education' pdf 727 KB, workplace-financial-education_2012.pdf. Opens in a new window.

About this download

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:

  • Severn Trent

  • Marks & Spencer

  • Bioquell

  • FirstGroup


  • GlaxoSmithKline

  • Carrefour

  • Intel Corporation Ireland

  • Henderson Group

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.