Practical financial education and one-to-one support for employees across Northern Ireland.
Free for employers and employees, with workshops delivered on-site or online.
Trusted by Northern Ireland employers including Re-gen Waste, Clarke and Thompson Aero Seating.
A simple way to bring practical financial education into the workplace, with optional individual support available for employees.
Employees attend an interactive financial wellbeing session covering practical financial topics, with the opportunity to ask questions.
Afterwards, employees can choose to book a confidential meeting to discuss their own circumstances with an Independent Financial Adviser.
Employees can access further support where required, rather than the workshop being a one-off presentation.
Group workshops, optional one-to-one meetings and follow-up support are provided at our cost.
Sessions can cover the full range of financial planning topics or focus on individual areas depending on what is most relevant to your employees.
Financial priorities change throughout working life. Workshops cover topics that can be relevant across different ages, circumstances and stages of financial life.
Mortgages, saving, pensions and understanding the financial decisions that come earlier in working life.
Mortgages, protection, investing, wills and pension planning as responsibilities and financial goals develop.
Pensions, investments, retirement income, wills and estate planning as retirement gets closer.
Choose the format and topics that work best for your employees.
Delivered at your workplace across Northern Ireland, with interactive group discussion and employee questions.
Live online sessions are available where this better suits your workforce.
Sessions can cover the full range of workshop topics or focus on specific areas most relevant to your employees.
Workshop delivery and optional one-to-one support can be arranged around your workplace and employee availability.
Workshops are delivered by an Independent Financial Adviser and are designed to provide practical, jargon-free financial education employees can use in real life. Where an employee needs help with their individual circumstances, they also have the opportunity to access confidential one-to-one support.
Independent financial advice with access to solutions from across the market.
Focused on the financial decisions employees actually face throughout working life.
Optional confidential one-to-one support for employees who want individual guidance.
Follow-up support is available so financial wellbeing does not have to be a one-off event.
Re-gen Waste | Clarke | Thompson Aero Seating
"The most engaged benefit we've ever run."Re-gen Waste Ltd (Newry)
Anderson Wealth works with employers across Northern Ireland to provide on-site financial wellbeing workshops and individual employee support. Existing employer partners include organisations in Newry, Ballymena and Portadown, with workshops available to businesses throughout Northern Ireland.
Request Workshop InformationNo. Group workshops, optional one-to-one employee meetings and follow-up support are provided at our cost, so there is no charge to the employer or employee for the sessions.
Yes. Sessions can cover the full range of workshop topics or focus on the areas most relevant to your workforce, including mortgages, pensions and retirement planning, protection, investing, and wills and estate planning.
Employees can choose to access optional one-to-one support after the group session, with follow-up support available where required.
Yes. Individual employee discussions are confidential and are not shared with the employer.
The focus is first and foremost on providing financial education and support to employees. Most people simply want a few questions answered or some general guidance. Where an employee chooses to receive full financial advice on a particular service, Anderson Wealth Management may receive a fee or commission. There is no obligation for employees to take any further advice.
Yes. On-site financial wellbeing workshops are available for employers across Northern Ireland, with live virtual sessions also available.
Yes. We work with employer partners over time and can provide follow-up workshops and employee support rather than treating financial wellbeing as a one-off event.
Tell us a little about your business and we’ll be in touch.