To assist employers 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.
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. The case study organisations are:
- Severn Trent
- Marks & Spencer
- UCEA/New JNCHES
- Intel Corporation Ireland
- Henderson Group
View resources on employee financial well-being
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