Employer Services

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Employer Services2017-08-14T10:48:37+00:00

Employee Financial Wellness

TB_employer-servicesTrue Bearing Chartered Financial Planners have developed 3 major services to aid employers and assist their employee’s financial wellness. If you are a human resources professional you should take particular note.

Recent research demonstrates that employees who are engaged with and have a broad understanding of their finances, are both happier in their day to day lives and value the assistance their employer may have given them. Employee financial wellness has been measured in studies by Bristol University.*

HR professionals know that a good and fair salary alone is not enough. Where employers can offer additional benefits, they are more valued by employees. This leads to a more motivated workforce and all the advantages that can create.

Our 3 employer services are:

TB_Pre-retirement -workshopsPre-retirement Workshops

With over 100 full day workshops per year for large employers throughout the North West, the feedback has been very positive. Click here to find out more.

TB_Financial-Education-WorkshopsFinancial Education Workshops

Utilising the 4 years’ experience of organising and presenting the pre-retirement workshops, in late 2017 we are to launch our Employee Financial Education workshops.
Click here to find out more.

TB_Employee-Assistance-ProgrammesEmployee Assistance Programmes (EAP)

In 2017 True Bearing have launched their Financial Guidance offering to EAP providers. Once again, HR professionals are very aware of the advantages employers and employees receive from engaging with EAP providers. For EAP providers who wish to offer Financial Guidance to their members, True Bearing can assist. Click here to find out more.

*Bristol University Study – ‘Momentum UK Household Financial Wellness Index 2017’. Report by David Hayes, Jamie Evans, Sharon Collard.



Take the right direction for Financial Advice
Call us on: 01257 260011, email: contactus@truebearing.co.uk or click below to send an enquiry

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