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20 Jun 2024

Financial advice in the workplace with Close Brothers' Jeanette Makings

Jeanette Makings, Head of Workplace Financial Wellbeing at Close Brothers Asset Management speaks at REBA’s Wellbeing Congress 2024

If you are unable to see the video below, please follow the link here to view the session on Youtube. 

Close Brothers has published brand new research, in association with YouGov, examining financial advice offered in UK workplaces.

In this 20 minute video, recorded live at the REBA Wellbeing Congress 2024 on 20 June in London, 
Jeanette Makings, head of workplace financial wellbeing, explores: 

- Headline stats from the Close Brothers Spotlight on UK Financial Wellbeing research 
- The mismatch between employee and corporate priorities on how to improve financial wellbeing
- Current attitudes to financial advice
- and how employers can provide better access to suitable financial guidance and advice, whilst also maintaining their own independence

In partnership with Close Brothers

Close Brothers has been providing financial education services to employees of some of the UK's best known organisations for over 50 years.

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Webinar: Changing behaviours - the key life events shifting financial wellbeing strategies

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25 September 2024 | 10.00 - 11.00 (BST)

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