Employer Workshops
Workshops • Pension Education • Employee Snapshot Reports
Clear Thinking Finance UK helps employers improve pension engagement, increase financial awareness and support employees in making better informed decisions about their future.
Through tailored workplace workshops and personalised employee financial snapshots, we bring pensions and financial planning to life through clear explanations, practical examples and personalised financial projections.
HOW WE HELP
Helping Employees Understand, Engage and Plan
Understanding Your Workforce
We begin by understanding your workforce, pension arrangements, demographics and key areas of focus.
Employees can complete an anonymous pre-workshop questionnaire to help identify common knowledge gaps and tailor content to their needs.
This helps ensure workshops remain relevant, practical and engaging.
Working Alongside Existing Advisers
Already have a workplace pension financial adviser?
No problem. Our workshops and employee snapshots are designed to complement existing adviser relationships by improving understanding, engagement and awareness.
We can work alongside advisers to support wider employee education initiatives and help employees make more informed decisions.
Employee Snapshot Reports
Employees can receive a personalised financial snapshot showing their current position and future projections.
Reports illustrate retirement affordability, the impact of contribution changes and potential future outcomes using personalised financial projections.
Designed to be clear, practical and easy to understand.
HOW WE HELP
Helping Employees Understand, Engage and Plan
Understanding Your Workforce
We begin by understanding your workforce, pension arrangements, demographics and key areas of focus.
Employees can complete an anonymous pre-workshop questionnaire to help identify common knowledge gaps and tailor content to their needs.
This helps ensure workshops remain relevant, practical and engaging.
Working Alongside Existing Advisers
Already have a workplace pension financial adviser?
No problem. Our workshops and employee snapshots are designed to complement existing adviser relationships by improving understanding, engagement and awareness.
We can work alongside advisers to support wider employee education initiatives and help employees make more informed decisions.
Employee Snapshot Reports
Employees can receive a personalised financial snapshot showing their current position and future projections.
Reports illustrate retirement affordability, the impact of contribution changes and potential future outcomes using personalised financial projections.
Designed to be clear, practical and easy to understand.
PRICING
Flexible Solutions For Different Organisations
Online Workshop
£500
• Delivered via video conference
• Suitable for remote or hybrid teams
• Tailored to your workforce
• Employee Q&A
In-Person Workshop
£750
• Delivered at your workplace
• Face-to-face engagement
• Tailored to your workforce
• Employee Q&A
Travel costs may apply where
significant travel is required.
Employee Snapshot Reports
1-25 employees
£70 per snapshot
26-75 employees
£60 per snapshot
76+ employees
£50 per snapshot
Small Business?
We also offer simplified packages for organisations with up to 10 employees.
Please get in touch to discuss your requirements.
Ready to discuss your organisation’s requirements?
Every organisation is different. We are happy to discuss your workforce, pension arrangements and objectives to determine the most suitable approach.
Book an initial discussion to explore your options and see how personalised financial modelling could support your planning.