Personal Financial Training for the Workplace
OAK TREE FINANCIAL TRAINING
Public organisations should ensure their employees are aware of their personal finances and are prepared for life after work through pre-retirement planning. We offer specially tailored training for public sector bodies and their employees.
Your employees’ wellbeing is your business’s wellbeing. Make sure the people working for you are financially literate and properly prepared for the future, once they leave work. We provide training for employers, incorporating financial and pre-retirement training for your staff.
Being financially aware is the first step to gaining control of your financial present, and future. We offer practical financial and pre-retirement training for employees, to help individuals manage their money better and prepare for retirement.
Pre-retirement planning will help your employees get ready for the future by highlighting the key issues they will face and providing them with the essential information they need to plan ahead.
Wealth preservation is critical in ensuring you can pass on your assets to the people you care about after your death. Find out more about wills, trusts, Lasting Powers of Attorney and what you can do immediately to start preserving and protecting what’s yours
When people lack financial awareness it can lead to money problems and stress, and it may leave them unprepared for the future. Financial awareness training can help them manage their finances, now and in the future.
The Government’s Pension Tax Relief system keeps changing and it’s not always easy to keep up to date with the information that might affect your earnings and pension. Find out all you need to know about lifetime and annual allowances.
Expert and accessible financial training, giving people a clear picture of their financial options which enables them to take control of their finances.
