OUR FINANCIAL EDUCATION
Mission
Financial wellbeing is about more than money, it’s about feeling secure and in control of where life is heading. For us, that starts with knowledge and understanding – of how to plan for your goals, what your options are, and how to stay on track.
That’s why our financial education mission is to inspire as many employees and families as we can to achieve the greatest possible financial wellbeing, growing the knowledge that underpins confident financial decisions.
OUR BESPOKE EMPLOYEE
Financial Education Programme
Our bespoke financial education programmes are designed to empower and inspire your employees at any level. We draw on a range of approaches to meet your specific needs, from one-to-one consultations to seminars on common issues. Sessions are hosted by the AAG Financial Education team with guest speakers from AAG Wealth Management, all of whom are brilliant at sharing knowledge in a warm, clear and accessible way.
We are delighted with the results our clients share with us. For example, employees taking part in the programme are more likely to actively engage with their financial benefits package, which is positive both for their financial wellbeing and for engagement and retention. In fact, nearly 100% of HR buyers and employees see financial education as a valuable benefit.**
**Source: The Money Advice Service, 2016
Award Winning
Having won the ifsProShare award for Best Financial Education Initiative for Employees for our work with Henderson Global Investors, we were delighted to be finalists in the 2021 Employee Experience Awards for our work with another of our clients, Liberty Speciality Markets. The judges noted the ‘impressive and well thought-through financial wellbeing strategy provided by AAG’, from which Liberty Speciality Markets’ employees continue to benefit.
Tailored to you
No two companies are the same, so our programmes are designed with you to meet your specific needs. Our flexible suite of options can run independently or as a complementary ‘mix and match’ solution.
CPD accredited
We are also delighted that our gold standard programmes are CPD accredited, adding CPD hours contribution to the benefits of participating, as well as extending programme access to even more professionals.
THE VALUE OF EMPLOYEE
FINANCIAL EDUCATION
75%
75% of employees would welcome more support on financial planning
Source: CIPD Employee Outlook Survey, 2017
79%
79% of HR buyers believe financial education improved business performance
Source: Employee Benefits magazine, 2016
90%
90% of HR buyers and employees think offering financial education is a good decision
Source: AAG research at IFS Proshare Conference, 2016
86%
86% of employees believe financial education played a role in their personal finance decisions
Source: The Money Advice Service, 2016
97%
97% of HR buyers and employees view financial education as a valuable part of the employer benefit package
Source: The Money Advice Service, 2016
FINANCIAL EDUCATION PROGRAMME
Case Studies
FINANCIAL SERVICES ORGANISATION
From employee share plan* investing advice to wide-ranging ongoing education
OUR PROGRAMME
- Presentations across 4 UK offices on share plan investing and tax efficient wealth management
- Tax planning breakfast briefings
- 1-1 personalised consultations*
Leading to: An ongoing financial education programme covering a broad range of topics.
LAW FIRM
Educating FTSE 250 executives on the changing pensions landscape
OUR PROGRAMME
- Interactive round-table pensions and retirement planning session hosted by our pensions specialist for senior executives and employee benefit managers
- 1-1 consultations with senior wealth managers*
Leading to: An ongoing financial education programme covering a broad range of topics.
*This service is by way of an introduction from AAG Private Clients Limited (Trading as AAG Financial Education) to AAGSJP Limited (trading as AAG Wealth Management) who are authorised and regulated by the Financial Conduct Authority.
"Our employees found the quarterly educational sessions very useful and informative, and we have received positive feedback on the 1-2-1 sessions. Our people appreciate having the opportunity to discuss financial matters, unique to them and their families, in a personalised meeting at a time convenient to them." Katya Godin, Compensation and Benefits Manager | S-RM
“[The AAG Team] have delivered a truly great service in offering complimentary group webinars and 121s which we have really appreciated as have our employees. You are approachable, make yourself available to respond to any questions and are willing to tailor sessions to suit our employees and partners requirements.” HR Rewards Advisor, Legal sector
“It’s been a great pleasure to work with [the AAG team] on a series of 3 Financial Education sessions dedicated to an [employee network]. [Their] professionalism and experience in organising such event were much appreciated.” HR team, Financial Services
“[The AAG Team] have been fantastic during our Financial Education Initiative. The Taking Financial Control group session had an immediate influence and impact on our employees with planning their finances. It has surely helped our employees prioritise their Financial Wellbeing.” HR team, Tech sector
YOUR BESPOKE
Programme
Our financial education programme is a cost effective and impactful employee benefit designed to meet your needs now and as you grow. Your tailored programme will draw on our core building blocks, including:
- Quarterly webinars
- Interactive group sessions on relevant topics for your team
- Quarterly executive briefings
- Roundtable sessions targeting complex areas for senior staff
- Unlimited 1-1s*
- Confidential 60-minute individual consultations
- Unlimited mortgage 1-1s*
- Surgery-style drop-in clinics for mortgage queries
- Weekly wellbeing email
- Bite-size financial wellbeing news and insights
- #AAGFinanceFriday access*
- Priority access to our popular #AAGFinanceFriday webinars
- Regular reporting
- Regular MI on engagement impact and feedback
*This service is by way of an introduction from AAG Private Clients Limited (Trading as AAG Financial Education) to AAGSJP Limited (trading as AAG Wealth Management) who are authorised and regulated by the Financial Conduct Authority.
