We provide a range of informative and practical financial education courses throughout the UK to ensure all employees receive the support they need.

These are delivered through workshop-based interactive sessions in the workplace which can be face-to-face or online. Our experience shows that this type of delivery is the best way to enhance employees’ understanding of financial issues.

Financial education topics:

Planning for retirement

To encourage a positive and realistic approach to a financially secure retirement and help employees make informed choices about retirement plans. Our course covers changes in lifestyle, the advantages of workplace pensions and the State Pensions, tax efficiency, understanding retirement income options, maximising pension benefits and other savings as well as estate planning.


This can give employees greater confidence when faced with redundancy or leaving service early. It can help them to understand the benefits when leaving and explores ways in which to support day-to-day finances during what may be a very difficult time.

Taking advantage of your Pension Tax Allowances

This is designed to provide employees with an overview of some of the key decisions to consider with their pensions. This will include understanding the valuable tax relief opportunities available, the limits applied to obtain tax relief and the consequences of exceeding the limits, including actions to consider with their pensions.

Following financial education, employees have access to a telephone helpline for those who would like to speak to someone to clarify any general financial queries they may have and/or to decide on their next steps.

For further details please contact enquiries@affinityconnect.org or contact Training on 0800 019 6076.