ENGAGEMENT

Make sure your employees are committed, motivated, happy at work and in life.

Some things are best explained in person

EVENTS AND WEBINARS

Our financial education includes video content, group sessions, and webinars with the added benefit that we can build your own benefits into the sessions. That way you can be sure that all employees are fully aware of their value, how they work, and how to access them.

Face to face

SESSIONS WITH EMPLOYEES

We can provide face to face (Zoom/Teams these days) information and guidance sessions during surgery days. These are often used to supplement events.

Financial planning and investment advice

FOR EMPLOYEES

When employees need more than information and guidance, our advisers are able to engage privately with them to create financial plans or resolve specific financial issues they may have.

Speak to one of our

CONSULTANTS

Whether you are interested in one specific benefit or would like a complete benefit review, speak to one of our consultants today.

We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with TenetConnect Ltd, and may require us to share it with Radcliffe & Newlands Estate Planning Ltd. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy.

Email communications are not secure. For this reason Radcliffe & Newlands cannot guarantee the security of the email or its contents or that it remains virus free once sent.

EVENTS AND SEMINARS

Our financial education includes group sessions, and seminars with the added benefit that we can build your own benefits into the sessions. That way you can be sure that all employees are fully aware of their value, how they work, and how to access them.

We design financial education programmes for employers who want to include this as part of their benefits package. Forward thinking employers know that staff with higher financial awareness are better able to make informed financial choices, have reduced financial stress and are better able to assess and appreciate the value of their employee benefits.

We can tailor our programme of events to support your own benefits package and workforce.

Some of our most popular educational seminars:

  • First Time Buyers seminar
  • Smart tax planning
  • Wills and estate planning
  • Introduction to portfolio management
  • Pension alternatives for high earners
  • Turning assets into income in retirement

FACE TO FACE SESSIONS WITH EMPLOYEES

We can provide face to face advice through surgery days on your premises or through longer consultations for those with more complex financial affairs.

You can provide a rich programme of educational events for employees and it will benefit most of them in some fashion. However, you can be confident that many of them will have further questions that they would not want to discuss in a public forum. Others will understand that they or their family have financial objectives which they really need assistance with. For these employees the biggest benefit will be sitting down with an expert who can guide them.

We often support seminars and workshops with follow up surgery days, allowing your employees to come and have their questions answered. For some it is about gaining peace of mind, confirming their understanding about something or planning a simple course of action themselves. Others will need more assistance, which we can provide.