Financial advice in the workplace with Close Brothers' Jeanette Makings
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
Supplied by REBA Associate Member, TrinityBridge Limited, formerly Close Brothers Asset Management
TrinityBridge has been delivering workplace financial wellbeing programmes to some of the UK’s best-known employers for over 55 years.
