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Personal Financial Training for the Public Sector

Personal Financial Training for the Public Sector

For many people employed within the public sector, having an occupational pension is an expected and familiar part of their working lives.

Traditionally, public sector employers have been well-organised when it comes to pension provision.

However, as the rules governing pension provision have changed, this can also mean these employers have large numbers of employees who could benefit from being better financially aware.

Eventually, these members of staff will retire, but without sufficient financial planning, they could find that their income fails to match their expectations.

Having the right financial information, and understanding what it means, is critical to their financial future.

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How Oak Tree Can Help Your Employees and Your Organisation

Financial security is a crucial stage in anyone’s employment, but they may not realise it.

Furthermore, this is a specialised area, which conventional HR departments may not have the resources to fully cover.

This is where Oak Tree can help, offering support both to employers and employees with personal financial training.

Oak Tree provides clear, accessible training courses to employees, covering the following:

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Pre-Retirement Planning

As course attendees, you are provided the opportunity to give thought to your forthcoming retirement from a financial..

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Wealth Preservation

As course attendees, you are provided the opportunity to give thought to your forthcoming retirement from a financial..

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Financial Awareness

As course attendees, you are provided the opportunity to give thought to your forthcoming retirement from a financial..

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Lifetime & Annual Allowances

As course attendees, you are provided the opportunity to give thought to your forthcoming retirement from a financial..

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We also cover these topics in financial training aimed at employers giving you the necessary knowledge to answer employee queries about their pension provision and retirement options.

Oak Tree’s financial awareness training supplies financial advice that is professional and fully independent.

We have years of experience working closely in partnership with public sector organisations. Helping them support and engage with their employees, by improving their personal financial awareness. If you would like to discover more about Oak Tree Financial Training and what we can offer your organisation and its employees, please contact us.