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Affinity Connect is a specialist provider of financial education in the workplace for the public sector.

We help employees understand how to maximise their retirement savings in the context of their overall financial position by delivering financial education courses.

 

We have a thorough understanding of all public sector pension schemes and believe our success stems from our understanding of the unique cultures, structures and needs of the public sector and our many years of experience in providing financial education for their workforce.

Support of this type is particularly appreciated at times of major change such as planning for retirement or redundancy. It is also useful for those who may have more complex situations, for example, those who may be facing Lifetime Allowance or Annual Allowance issues as it can help them understand how to avoid paying unnecessary

Why provide financial education?

Many employees do not know what income they will need in retirement, where their income will come from and perhaps most importantly, when they can afford to retire. Some may not understand what options are available to them, particularly at the point of retirement and what they could do to help improve their financial situation. The reasons for this are not hard to identify. In our experience, passively delivered information through booklets or leaflets is largely ineffective. Many public sector employers are now proactively providing a face-to-face financial education service for their employees that specifically addresses these issues and helps them to make better informed decisions.

Who we work with 

THE NHS

LOCAL AUTHORITIES

THE CIVIL SERVICE

THE POLICE & FIRE SERVICE

CHARITIES

THE EDUCATION SECTOR

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