EXCLUSIVE: Face-to-face methods are most popular for delivery of financial education

face to face delivery

EXCLUSIVE: Among those organisations that offer financial education to their employees, face-to-face delivery continues to be the most popular method, according to research by Employee Benefits and Barnett Waddingham.

The Employee Benefits/Barnett Waddingham pensions research 2018 report, which canvassed the views of 246 respondents and was published in December 2018, found that in person delivery was selected by almost two-thirds (62%) of those surveyed this year.

However, while one-to-one sessions also continue to be popular, with 45% of the vote, the use of intranet sites has surpassed this as the second most frequently used method, gaining 16% on last year. A 7% increase of the use of online tools and modellers suggests that technology-based methods of communication may be becoming equal to face-to-face approaches.

Alternatively, the fact that promotional literature, including posters and desk drops, joins one-to-one sessions with 45% of the responses this year suggests that this may have more to do with an increase in creativity around financial education than it does a propensity to rely on technology.