Consilium Wealth Management can assist with Workplace Wealth Health
27th May 2021
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WORKPLACE WEALTH HEALTH


Are Your Employees Suffering?


For most businesses, the human assets – the staff they employ – are the most important. The disruption and cost to a business when an employee leaves is sometimes crippling and as such a larger emphasis should now be put on looking after staff through benefits, perks, flexible working etc.

Consilium Wealth Management work closely with employers to provide a no cost service to their workforce as a part of their overall employee benefits package, which gives all employees access to a financial adviser. The idea of this is that your employees have an additional benefit from their employer, further cementing the employer/employee relationship.

Please note, any individual consultations will be held on a no obligation basis.


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THEIR SOLUTION


To Help You Improve Employee Wellness.


At Consilium Wealth Management Ltd they believe ‘the best financial advice should be a right not a privilege’. By this they mean that they believe everyone, regardless of occupation, income, circumstances, should receive the most appropriate financial guidance and advice.

Consilium Wealth Management will look to offer ‘surgeries’ to your employees, which gives them access to a financial adviser who can:

Look at their personal financial goals and objectives and help implement a plan to make them a reality.
Review existing arrangements, including mortgages.
Ensure they have the suitable level of protection for their own circumstances.


Carry out pension reviews – in fact, The pensions Policy Institute have stated that there is some £19.4 billion in unclaimed pension pots (2018). They can help your employees track any old pensions they may have.
Consider the suitability of the existing employer-sponsored pensions scheme


Please follow the following disclaimers
1. Fincap.org.uk. (2018). Money worries are the biggest cause of stress for employees in the UK. Sample 23 UK organisations. Link available here [%20www.fincap.org.uk].
2. PWC. `Employee Financial Wellness Survey’. (2019). 8th ed. Sample 1,686, [ebook] United States. p.18. Link available here [pwc.com] [Accessed 10 Sep. 2019].
3. Aegon. `Financial Wellbeing in the Workplace’. (2019). Sample 2,000, [ebook] London. Link available here [aegon.co.uk] [Accessed 10 Sep. 2019].

Your home may be repossessed if you do not keep up repayments on your mortgage.

Your Partner Practice together with St. James’s Place Wealth Management plc are the data controllers of any personality data you provide to us on this form and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner Practice’s Privacy Policy which can be accessed on their website and St. James’s Place Wealth Management plc’s Privacy Policy which can be accessed at www.sjp.co.uk/site-services/privacy

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