How to provide financial education so that staff maximise their options

This tutorial is presented by Jeanette Makings, head of financial education services, Close Brothers




The 18-minute video tutorial above covers:

  • What is financial education?
  • What are the benefits of introducing financial education?
  • How will the 2014 Budget changes affect financial education?
  • What does it cost to provide financial education in the workplace?
  • What is best practice in financial education?
  • Why do companies implement financial education?

To watch the same tutorial in smaller segements, click on the relevant video clips below.

What is financial education?




What are the benefits of introducing financial education?




How are the incoming pensions changes going to affect financial education?




What does it cost to provide financial education in the workplace? How do you prove ROI?

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What is best practice in financial education?




Why do employers implement financial education?




< Watch more video tutorials from the Employee Benefits Summer School