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We thereby provide cradle to grave support in the workplace for the provision of personal financial awareness. Once your organisation has agreed a programme of courses you will then be appointed a Retirement Foundation trainer who will liaise with you or whoever you appoint to ensure that the course or courses will most clearly match your original intention.
At the Retirement Foundation we are here to address whatever personal financial situations exist within your workforce eg retirement, redundancy or simply the need to improve work life balance.
Today retirement is rarely normal retirement and as such if your organisation is contemplating early retirement (redundancy) this can be a sensitive issue. You may feel absolutely comfortable that your organisation's requirements will remain confidential.
Many outside companies provide financial awareness courses in the market place at the moment, however these companies are invariably independent financial advisors and as such come from a sales perspective.
At the Retirement Foundation our approach is completely different. We are not there to promote products or services but to give the fundamentals of good financial planning.
There now follows a resume of some of the courses which we currently provide together with a spider chart listing all of our courses.
INDUCTION COURSE
The induction course is designed as the first building block towards the development of your employee's personal financial awareness culture change. The course consists of a general 90 minute module and four optional specialist 90 minute modules.
The course is designed to be used at the inception of your employee's career with your organisation. This course aims to start your employees on the right path.
The general module includes:
The Debt Spiral
- Remedial action should the employee find his/herself in the debt spiral.
Borrowing Money
- The Do's, the Don'ts, the When, the Where's.
Tax and National Insurances
- An uncomplicated guide to how the government gets its money and what it pays for.
There then follows five optional 90 minute modules:
The Creation of a Personal Financial Strategy
- The fundamentals of financial planning from A-Z, goal setting and monitoring.
- The importance of writing down goals and ambitions.
The Mortgage Market
- The how and where to obtain mortgage facilities, what to look out for and what to be aware of.
Cash Flow Control
- The realisation during ones life of peaks and troughs of income and expenditure.
- Recognising the difficult periods and capitalising on the easier periods.
The Investment Markets
Creating an investment strategy including understanding risks and reward, economic factors affecting choices and performance eg, inflation, interest rates, economic climates etc.
What To Do When All Else Fails
The psychology of debt, recognising the financial and emotional symptoms of debt which are now out of control, knowing where to obtain help, how to stem the flow of blood, the importance of credit rating in the modern world and how to retain it in tact.
To find out more contact 08000 933 214 or administration@retirementfoundation.co.uk
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