employee financial education

Pensions Summit 2015
Frank Wiginton, Conference Chair

An aging workforce makes pension issues more important and urgent. As governments start to take action, employers must revisit their own pension plans. While some employers still have underfunding, slow growth, and low inflation issues, funds must work harder to generate acceptable returns, and plan structures and risk and reward balances need attention.

The 2015 event explored some of the most popular options, including target flexible benefits, jointly sponsored pension plans, and target benefit plans. It also examined how some employers are rethinking their defined contribution plans to provide greater security and reduce costs, including initiatives such as lower cost investment options, consolidating investments, and variable benefits.”

Click here to see the agenda from the event.

Employee Financial Education Roundtable

Financial Education in the Workplace Roundtable

On October 4th 2012, Employee Financial Well-Being invited a group of the country’s leaders in financial education and literacy to Toronto to discuss what financial education in the workplace is, why it is important and how it should be offered. At the end of the day, the consensus was that employee financial education is a critical component to the larger issue of financial literacy in Canada and that the workplace is an ideal place to provide financial education.

Employee financial education roundtable attendeesParticipants included (from left to right): Gary Rabbior, President of the Canadian Foundation for Economic Education, Tom Hamza President of the Investors Education Fund, Lana Thomson Director of Industry Engagement for the Financial Planners Standards Council, Ofelia Isabel Canada Division Leader, Rewards, Talent & Communication at Towers Watson, Marie Donnelly Vice President at AON Hewitt , Laurie Campbell CEO of Credit Canada Debt Solutions, Jane Rooney Director of Financial Literacy for the Financial Consumers Agency of Canada, Donald Stewart Former CEO of Sun Life and Chairman of the Task Force for Financial Literacy, Frank Wiginton CEO of Employee Financial Well-Being.

Click to view photos from the day

Round Table 2013

Click to view videos from the Roundtable

 The Importance of Financial Education in the Workplace  The Three Benefits of Employee Financial Education Implementing an Employee Financial Education Program Alleviating Financial Stress in the WorkplaceWhy Financial Education in the Workplace Makes Sense


Resources that came out of the Roundtable

Click the covers to download.

employee financial literacy

What is employee financial education?

Financial Literacy for Employees

Understanding what makes an effective financial education program.

Part 1 of 3

workplace financial education

Why offer employee financial education?

Workplace Financial Education

The benefits and rewards of a financially literate workforce.

Part 2 of 3

employee financial well-being

How do I implement an employee financial education program?

Employee Financial Education

10 steps to successfully implementing an employee financial education program.

Part 3 of 3