Free Financial Education Webinars For Employees
Our extensive business services can support your employees with advice on budgeting, mortgages, protection, pensions, retirement planning and auto-enrolment.
We asked, “What does an exceptional financial services organisation look like?” In our mind, it would be honest, supportive, patient, knowledgeable and caring. It would be transparent, avoid complex industry language, and actively look to do the right thing for people and employers.
Since 2006 our advisers have assisted clients across the UK with their mortgage, pension, investments and protection, but after helping thousands of people, we’ve identified that businesses and charities, focused on the financial well-being of their employees, could benefit from our support too.
Our Webinar Presenters

Andrew Mallon
Qualified Adviser

Jordan Mushet
Qualified Adviser
How Can We Help?
Many employers understand their organisation relies on the mental, physical and financial well-being of their employees. Our free pension, mortgage, protection and retirement planning webinars provide employees with financial guidance that they may not be comfortable accessing elsewhere.
Our financial services webinar covers the basics of pensions and retirement planning, including the importance of starting early, understanding different types of pension schemes, and strategies for maximising retirement income. We also explore how to navigate the complexities of pensions.
Did You Know?
Employee financial stress is costing employers over £10 billion a year, according to Aegon. 16 million workdays were lost as a result of employee financial stress.
Those who receive financial advice are on average £40,000 better off after 10 years, than those who don’t. This is based on a report from the International Longevity Centre.

Why Should You Offer Employees Support?
There’s good reason to support employees with financial advisory webinars. A report from the FSCS found that 55% of people in the UK thought financial advice was only for the wealthy and that can stop employees taking the necessary steps to seek support. Some of the reasons for your organisation to offer our free webinar include:
- Impartial support from qualified advisers.
- Our webinars are free for your organisation.
- Advice from a qualified adviser can form part of your employee benefits program.
- Support your employees to access qualified advice.
- After the webinar, we will provide you with recommendations regarding opportunities you could implement to assist your employees further.
We conduct our presentations via webinar to enable as many office-based and remote employees to attend. To avoid disrupting your day-to-day operations we can provide our webinar service at a lunchtime or after working hours, if you prefer.
We can also provide face-to-face presentations in your office, but this may come with a small charge to cover travel costs.
Our Process
If you have any specific questions about the process, please let us know.
Step 1: Initial Topic Discussion
Step 2: Webinar Date Agreed
Step 3: Post Webinar Survey & Feedback
Step 4: Follow Up / Additional Support

The support we received from Pivotal Financial Planning was excellent and so informative. The adviser visited our office to discuss retirement planning and pensions with the team – he couldn’t have been more helpful and answered any question that was asked. His expertise was clear and he delivered all of the information in a friendly and engaging manner. Feedback from everyone has been great and we are all thinking differently about the future.
– Corinne Hutton
Finding Your Feet, Charity Founder
Request more information
Please complete our enquiry form below and we’ll be back in touch shortly.
Ongoing Support
We can provide ongoing assistance for both your company and/ or employees, if requested. This can include further webinars, regulation changes, support for leavers/ retirees, regular workshops/ drop-in sessions, salary exchange/ sacrifice advice, default fund and governance reviews and employee benefit packages.