A major energy services provider wanted to ensure that their people understood the financial challenges they face, in lockdown and beyond. The workforce is typically highly educated but with varying levels of pensions knowledge.
We worked closely with them to identify the kind of financial questions their people needed help addressing. We then developed a series of online webinar sessions around this. Our emphasis was on engagement, so we used a combination of facts, stats, quizzes, anecdotes, and external resources to help with our delivery.
Crucially, we explored the difficult question of ‘How much will you need to retire? and What will your retirement look like? These are questions where the answers will have changed significantly for some people since the start of the year. At the end, we asked each attendee to take three specific actions away with them.
We already know attendees have taken their own positive action as a result of having attended. Feedback included these comments:
“Laura is brilliant -really well informed. Great informal session.”
“More people should attend.”
