Employee sessions

Help your employees make informed choices for their financial futures, with in-person or virtual pension presentations designed to engage, educate, and empower.

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What to expect

Our 60 minute sessions support personal development by helping your employees understand their pension, financial wellbeing, and retirement options, and take steps today to plan the future they want.

Choose a date that suits you

We’ll organise everything with you to make the whole process hassle-free for you and your employees.

We run the session, virtually or in person

Our sessions are designed to be engaging, accessible, and easy to action.

Your employees leave better informed and more financially confident

The small steps that your employees can make a big impact on their futures.

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Why employers are booking sessions

These sessions have helped employees make better financial decisions and become financially confident. Show how much you value your people by booking a session today.

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Improve focus

1 in 4 workers across the UK suffer from reduced productivity due to money worries.

Drive engagement

4 in 5 workers report that investing in financial wellbeing has positively impacted business success.

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Low effort, high impact

3 in 4 workers value financial education from their employer, making it essential for attracting and retaining talent.

Create loyalty

3 in 5 workers face financial stress. Supporting their financial wellbeing maintains an engaged workforce.

Choose your employee session

Pick from these six expert-led sessions that best fit your needs

1. Welcome to Smart Pension

Show your employees why Smart Pension is a great benefit. This session introduces our award-winning platform and how they can establish good money habits and begin planning for their financial futures.

2. Plan today, retire your way

Help your employees make informed choices about their future. This session walks them through Smart Pension's guidance and tools so they can plan for the retirement they want.

3. Get retirement ready

Prepare your employees for retirement with confidence. This session covers all retirement options, how to income plan, and what Smart Pension can do for them in retirement, from saving to spending.

4. What’s your money mindset?

Build a positive money mindset and reduce financial stress. This session shows how starting planning early and making smart decisions can create financial security and wellbeing now and in retirement.

5. Get financially resilient

Financial wellbeing with practical money management for your team. This session covers budgeting basics, cost saving tips, and building financial resilience for everyday challenges for a better financial future.

6. Understanding your retirement options

As your employees get closer to retirement, understanding their pension savings and the options available becomes even more important.

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Elevate your employee sessions with our expert support services

Get in touch with our pension experts to get even more for your employees.

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Bring your employees together

Their pension is likely to be the biggest savings they’ll ever have, and one of the most important employee perks for their future. Help them make the most of it.

1:1 drop-ins

Give your employees personalised support beyond the session. Our two-hour drop-in clinic gives your employees the opportunity to discuss individual Smart Pension queries.

Follow-up webinars

One hour webinars covering the topics your employees want to explore in more detail.

Ongoing support

Book as many follow-up sessions as you want to keep your employees engaged and confident.

Hear from our employers

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“The talk around the factory is pensions! I never imagined I would say this but I thought you would like to know that after your sessions with our team yesterday, the talk around the factory is Pensions! I have had requests for people's log in details, and some instructions to increase contribution levels, so it clearly hit home with people! Time and money very well spent!”

Pam, Head of Human Resources, 35 employees
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“Great tips and guidance were shared "I thought the session was really informative and enlightening. The presenter was confident and energetic, which really helped to make the session engaging. Great tips and guidance were shared, and they even followed up after the session to provide more information on the questions raised by our employees. Overall, I was really impressed with how the session went, and I would definitely look to reach out to Smart Pension to host more sessions in future!”

Jess, Head of HR, 55 employees
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“Everyone I spoke to said they enjoyed it… The session was  clear to understand, really helpful and the staff who had 1-2-1 sessions got a lot out of them. So, a big thank you. I’ve had some increases in contributions since so a win in my book! Thanks for your help in getting staff engaged with their pension, it means a lot. Hopefully our plan of a retirement presentation/webinar can come together in the late summer or early autumn”

Kim, HR Manager, 113 employees

Help your employees grow their financial knowledge

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Why knowing how long you could live is important

Understanding how long you could live will help you make more informed decisions about your pension saving.

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Pension essentials

Discover how pensions work and build a clear, confident future for yourself

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How planning today can help you retire your way

Start planning today to achieve your ideal retirement lifestyle