Ireland

Employee financial planning

Financial education provides employees with a greater understanding of money and investments enabling them to make better financial decisions and plan more effectively for their future. Understanding the potential outcomes of their decisions and how this fits into their broader financial planning process will help employees connect and engage with their benefits, placing greater levels of appreciation and value on the benefit provided by employers.

At Aon Employee Benefits, we offer fully flexible education services for your employees, from open seminars to small group coaching sessions and one-to-one meetings, all delivered in an informal and comfortable environment to facilitate interaction and discussion.

We also offer an exclusive comprehensive financial planning service to your executives, helping your most senior executives to make better financial decisions. We adopt a unique approach to financial planning which gives clients a holistic view of their financial affairs and using our state of the art financial planning software, we can visualise future cashflow requirements based on key lifetime goals informing our clients to make adequate plans for future savings and investments.

Employee financial planning solutions include:

  • Plain English client financial education programme – ‘Managing Your Money’
  • A comprehensive Financial Plan - report and analysis of current and possible future financial outcomes
  • Access to Aon’s Cash-flow Modelling tool
  • Access to Aon’s award winning portfolios and Funds Administration platform
  • Yearly Plan reviews to ensure risks are mitigated and desired outcomes are achieved

 

Take control of your financial future

March 2016

One of the biggest challenges in getting people engaged in their retirement planning is a lack of understanding about how it works. Where does that money actually go every month when it disappears out of your bank account or pay packet? Joanne Smith discusses how you can start to take control of your financial future in this article.

FocusOn - Keeping you financially informed

August 2016

This quarter’s bulletin focuses on the impact of Brexit on long term financial planning. At Aon Financial Planning, we are committed to keeping you financially informed on investment market performance.

 

To discuss the value of offering financial education to your employees, contact us at letstalkbenefits@aon.ie or speak to one of our financial advisors by calling +353 1 226 6000.

Beech Hill Pension Trustees Limited t/a Aon Employee Benefits and Law Library Financial Services, is regulated by the Central Bank of Ireland.

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EMEA Health Survey

In the first quarter of 2016, Aon carried out its Health and Benefits Survey. The survey aims to identify health trends within Ireland and EMEA, and highlight where practices differ across countries, regions and EMEA as a whole. Read more.

Health Challenges in EMEA

Many leading employers are increasingly integrating health into their core business strategies in recognition of the close relationship between employee wellbeing, a more engaged workforce, and improve results. Click here to read.

The case for Flexible Benefits in Ireland white paper

Many employers are now focusing on a differentiated approach to reward and benefits. The growth in adoption of the flexible and online benefits model is now established and seemingly set to continue at a faster pace. Read more.