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Financial planning Education available for people of all ages

Financial education

Access to financial education should begin from a young age and all through a persons life time. If financial education can be taught early then this can only have unlimited benefits to some ones future.

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And its not just the next generation who could benefit from financial education. Providing financial education to the adults of today could not only help improve their standard of living but it can also help them understand the need to have correct financial planning in place.

Financial Education for Companies and their staff

Family
  • You have already set up a company pension scheme. Do you and your staff want to understand it better?

  • Auto Enrolment Schemes - Have you selected the best one available?

  • Are all key employees sufficiently covered to protect the companies interests? 

  • What employee benefits are there available? How do they work?

  • Maybe you have an existing employee benefit package set up and want to understand it better?

  • As a value added benefit, would your staff benefit with a presentation on a broad range of financial matters?

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Financial Education for Schools and Universities
aimed at 16 years to 21 years

Family
  • Provide the new generation with some knowledge on a broad range of basic financial understandings

  • Helping them understand the importance of savings and the different types - for example Junior ISAs

  • Help them understand why starting a pension earlier is better then latter

  • Provide them with an understanding of tax and national insurance for when they get their first job

  • Explaining the relevance of a mortgage and the basic principals

  • Understanding the importance of putting in place a financial plan

  • Understanding Debt

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In these sessions we will cover Some of the Following Topics

Me

Presented by Colin Slaby

Independent Financial Adviser
at Coleridge Capital

If you think your staff or students could benefit from receiving financial planning education then I look forward to hearing from you

 

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