How to have the financial education conversation

We’re half-way through 2024 and if financial education has been a focus area for your business, then it’s time to check in.

Workplace financial wellbeing is a key trend this year, and expectations are high for employers to play their part in educating and empowering their people. Talking about personal finances can be a sensitive topic in the workplace, but these necessary conversations can help your colleagues manage stress and anxiety and build better relationships with money.

Now is a good time to assess how you’ve been supporting your colleagues, what new initiatives you’ve started, and what more you could be doing.

We often talk about the link between financial education, job satisfaction and mental health here at Eximia. Here are three resources to help you get the conversation started.

  1. How to implement practical support and education. From financial wellbeing tools to peer support networks, we’ve shared our top tips any organisation can implement.
  2. Guiding colleagues through the cost-of-living crisis. Learn the importance of giving your people the rewards and benefits that speak to them and their personal circumstances.
  3. How to avoid the curse of knowledge. Don’t assume that everyone is financial savvy and will understand the complexities of share plans and total reward. Find out how to understand your colleagues and tailor your communications so no one is left behind.

Found these articles helpful? Explore our financial wellbeing expertise.

Get in touch if you’d like our help to elevate your financial education communications. We’d love to chat!

phone Call us on 020 7420 1984 or send us a message

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