Close Brothers has been inspiring employees to make a positive change to their financial future for 50 years. We believe great financial education doesn’t just build knowledge; it drives change.
Whether it involves saving for a mortgage, paying off debt, understanding pensions or planning for retirement, our skills and expertise can help your staff take control of their finances. As passionate proponents of change, our award winning financial education helps the employees of some of the UK’s best-known organisations including Jaguar Land Rover, Total Oil and Nestlé.
Financial education services offered:
Education in the workplace
Provide your employees with ongoing support, empowering them to make smart financial decisions at every stage of their career.
Money Talks, our e-learning hub, provides accessible, practical financial education for employees at the touch of a button.
Public retirement programme
A programme of UK-wide one day retirement seminars to help support your retirees.
Support for senior executives
Specialist financial planning support for those in senior positions with more complex needs.
Employee benefits that drive employee engagement
By taking the time to understand your people, culture and wider objectives, we’re able to provide a highly personalised employee benefits service, helping you to attract and retain the best talent.
It’s important to pick the right benefits for your workforce and make them easy to manage. We take on the hard work for you by sourcing and implementing relevant high-quality benefits that are
cost efficient and really make a difference to your employees’ lives.
With a strong focus on financial education we can help your staff gain greater understanding and appreciation of their benefits.
Areas where we can help include:
• Pension and auto enrolment services
• Group life assurance / Death in service
• Group critical illness
• Group income protection
• Private medical insurance, health cash plans and dental cover
• Business protection
Employee benefits engagement
Employee benefits work best as part of a comprehensive wellbeing strategy. At Close Brothers, we have been providing financial education in the workplace for over 45 years, helping employees to better understand and value their staff benefits.
Our dedicated account managers work with you to drive engagement in a way that fits with your employees and culture, helping your people to understand, truly value and be proactive about their benefits. We use a variety of methods, reaching out with tailored communications to boost take-up and using innovative new solutions and technology.