Corporate Financial Wellness Program
Our new Corporate Financial Wellness Program is a service which we offer to companies who wish to promote financial wellness in the workforce. Each Wellness Program can be tailored for each individual company, depending on the size of the workforce and budget available and the services required.
The program is broken down into 2 parts;
1. Technical and Administrative Support for Management
2. Employee Training and Education
Benefits of implementing our Corporate Financial Wellness Program
1.Technical and Administrative Support for Management
This service is something very similar to an outsourced, in-house financial advisory service. It is aimed to help HR and Financial departments in dealing with all financial matters arising from employee benefits offered to staff. The areas we focus on to help management are:
Pensions Consultancy Service
If your company has an existing pension scheme, we liaise closely with all relevant parties – the financial/HR departments, the pension trustees department/Pension Providers and the Employees in dealing with all pension related queries. There include:
Setting up and adding any new Employee Benefits
Here we assist companies in setting up and administering the following on request;
2. Employee Training and Education
This part of the program is specifically focused on the training and education of employees. We implement this training on both collective and on an individual basis on request.
Seminars/Workshops for Employees
We provide ‘Education and Training Seminars/Workshops’ to employees on a wide range of topics.
Senior management can decide on the frequency of the workshops and the topics. The main topics usually requested are;
These workshops can be tailor-made for each individual company depending on the number of employees, the number of workshops requested and the budget available.
One to one Financial Health Screening
Here we meet employees on a one to one basis and perform a full financial health screen on their current financial situation. We look at ways in which they can reduce their unnecessary spending, save more and become more educated on all financial issues that they face on a daily basis. The main areas that we go through with them are as follows;
Our Corporate Financial Wellness program can be tailored for each individual client. Some or all of the above service can be cherry-picked from the list explained above and added as part of your Corporate Financial Wellness Program.
We are also available for hire to run professional seminars and workshops, for a variety of audiences across a wide range of industries – Click to Learn More.
If you would like to find out more information on the services that we offer and get a quotation, please contact us on:
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Diarmaid Blake and Lorna Egan
Money Maximising Advisors Limited
mmadvisors.ie
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