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Workplace and employee benefits
When employees feel confident about their finances, they’re better equipped to focus, engage, and make meaningful contributions.
We believe financial wellbeing is a key part of a healthy, productive workplace. When employees feel confident about their finances, they’re better equipped to focus, engage, and make meaningful contributions. That’s why we offer a flexible, people-first approach to employee benefits, one that goes beyond the basics and supports real-life financial decisions.
Our tailored financial wellbeing surgeries provide practical guidance on topics like pensions, retirement planning, tax efficiency, investments, loans, and debt. These sessions help employees make sense of their money and feel more in control. One-to-one appointments are available for personalised support, and we’re happy to adapt topics based on staff interest.
We use your existing pension scheme as the foundation of a flexible benefits package, with optional add-ons such as enhanced directors’ pensions and group protection (Death-In-Service, Critical Illness, Income Protection).
Our ‘lunch and learn’ sessions help employees understand the value of these benefits and how they fit into their broader financial picture.
To reflect the different needs across your team, we offer two types of sessions:
Additional sessions, such as budget updates, retirement planning, and investment principles, can be delivered in person and tailored to your team. By helping your team make informed financial decisions, we aim to reduce stress, boost engagement, and create a workplace where well-being is more than just a buzzword – it’s built into the culture.
What does financial wellbeing at work really mean?
Financial wellbeing at work means helping employees feel confident and supported in their financial lives. When people feel more in control, they bring greater focus, energy, and positivity to their roles – benefiting both them and the wider business.
How can workplace pensions support financial wellbeing?
A well-communicated pension scheme helps employees see how their long-term financial goals connect with everyday life. At Chadwicks, we help people understand their pension and the value it brings, building confidence and engagement across your workforce.
What’s included in a workplace financial wellbeing programme?
Our programmes combine group workshops, one-to-one surgeries, and tailored education on topics such as pensions, tax planning, retirement, and investment basics. Each is designed around your team’s needs, using your existing company pension as a foundation.
How can financial wellbeing initiatives support workplace culture?
When you make space for conversations about money, you show genuine care for your people. Financial wellbeing sessions can reduce anxiety, build trust, and foster a culture where employees feel valued and supported.
What topics can be covered in employee financial education sessions?
We tailor each session to your team. Common topics include pensions, retirement planning, saving, budgeting, investments, and protection. Senior managers may also explore personal financial planning and wealth strategies.
How does Chadwicks deliver workplace financial wellbeing support?
We offer annual surgeries, new-joiner sessions, and flexible workshops – all designed to fit your organisation. Our Norwich-based advisers provide clear, practical guidance that helps people feel informed, supported, and confident about their financial choices.