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Employee Workplace Money Plan Presentations

Employee financial education and financial wellness is a huge topic and concern for caring employers, often the biggest cause of stress in the workplace.  In his 1-hour presentation, Warren offers an engaging, upbeat and fun overview of his 5-Steps to financial freedom.  These presentations can be tailored to your employee workplace benefits, if required, such as pensions, death in service and/or private medical insurance.

In 2018 Warren published his first book, The Money Plan. The Money Plan covers the 5-Steps Warren takes his Wealth Management clients through. The foreword was written by Alvin Hall who worked with Warren on a BBC TV show.

The Facts

  • UK consumer debt is at £1.630.1 billion
  • Consumer debt has risen 19% in the last 5 years
  • Student debt has doubled to £100.5 billion in the past 5-years
  • Council Tax arrears have increased 12% in the last 5-years
  • Households in the UK are the second most indebted nation in the G8 at 150% of income (above USA and Italy)

Source: The Guardian UK Debt Crisis, Bank of England September 2017

The CIPD believes that helping people to navigate their financial well-being means that financial concerns are kept to a minimum and employees can focus on the work that brings them personal fulfilment. Alongside a physical well-being strategy, they have laid down seven key initiatives to meet this, one of which is financial education.

Source: https://www.cipd.co.uk/news-views/news-articles/employee-financial-well-being

The Presentation

The presentation is based on the 5-Steps Warren covers in his bestselling book “The Money Plan”, which in summary are;

Step 1 – Know what it is you want; how to clarify your outcome.
Step 2 – Get financially well organised; from personal banking, to children’s pocket money.
Step 3 – Review your financial foundations and have a plan; 3 essential points, 5 optional.
Step 4 – Repay your unsecured debt fast; using the snowball debt repayment system.
Step 5 – Investment; how to intelligently secure your retirement income.

In addition to this, the presentation can be tailored to suit your company’s specific employee benefits such as pension contributions, death in service, medical insurance etc.

Contact Warren on warren@warrenshute.com to find out more and organise your presentation.

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Warren Shute at an employee workplace presentation

Warren has presented at corporate events including:

Companys Warren has presented at