0844 967 2567

Open Seminars

Seminars & Courses for staff of smaller companies

We run a wide range of seminars & courses for the staff of smaller organisations to attend throughout the UK.  You can find out more below. 

UK Coverage

We deliver open seminars & courses throughout the UK to help support you at every stage in your career. Unfortunately, not every employer has the resources to help staff with workplace financial education, but we can help. Below are just a few of the courses we run for the staff of small organisations.


Seminars & Courses to help support people approaching retirement. Courses will cover both financial and emotional considerations


We received a variety of feedback from our Pre-Retirement seminars but one point stood out, that people wished they knew this information earlier, so we developed this mid-career seminar to help. 

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Pension Courses

We run a variety of pension courses from helping individuals with annual and lifetime allowances to helping demonstrate to employees the benefits they receive from their pension scheme. 

Early Career

When people start working and contributing to pensions  is when they can make the most dramatic changes. We  help support people early in their careers to help with their future. 

Redundancy Courses

Unfortunately redundancies happen and when they do we are able to offer bespoke redundancy courses not only to cover financial aspects but the possible emotional implications. 

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Bespoke Seminars

We offer a four stage approach to help organisations in times of change. If you are looking for something a bit tailored we can help. 


Our Speakers

We work with well qualified and experienced speakers.

When you attend one of our open seminars you will be met by various speakers depending on your course, all of which have the knowledge and expertise to guide you. 

We have received exceptional feedback

Over the years our courses have been tailored and evaluated to make us one of the most trusted companies  to provide financial education. We don’t simply gain feedback on every single course we run but we take this and use the information to alter our courses to be the best they can be. 

Through our recent feedback, we have scored an outstanding 97% for seminar attendees who would recommend one of our courses to a friend or colleague

Over the years we have gained experience working with a range of pension schemes

Over the years we have worked with many different organisations who use  different pension schemes. Because of this, we are able to provide speakers who can present  and have specialist knowledge of a wide variety of different pension schemes.

And if you dont recieve the personal answers you need?

Our team of IFA’s are able to offer seminar attendees a complimentary one2one with a qualified financial adviser so if you don’t get all the answers you need we will still be there to help. 

Would like to learn more?

Do you have some questions or would like to learn more? Simply fill out the form on the right or feel free to contact us on either of the below numbers.


0844 967 2567