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Friends launching employee financial education service

Friends Provident is launching a financial education and support service aimed at helping employees understand how to manage their money effectively.

The new service, Friends my money and me, is available through the work place . It will be run by a team of 15 specialist consultants who will hold financial education workshops for employees on  range of topics, including retirement planning, money management, defined benefit and contribution schemes and employee benefits.

Employees can also choose to access the workshops online.

Friends has also launched a business protection toolkit to make it easier for advisers selling the product.

The toolkit gives advisers access to sales aids, online seminars, guides and technical fact sheets.

Advisers can access checklists designed to guide advisers through the business protection sales process and a business risk report to help them assess their clients’ business protection needs.

Friends head of protection sales Ed Stuart-Brown says: “Both the new toolkit and support material will help advisers to sell more business protection.  We are planning to develop more toolkits in the future.”


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