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
  • Bioquell
  • FirstGroup
  • UCEA/New JNCHES
  • GlaxoSmithKline
  • Carrefour
  • Intel Corporation Ireland
  • Henderson Group


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