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

March 2017

2016 saw both equities and bonds reach new highs though markets were more volatile than seen in previous years. 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 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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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.

2018 EMEA Health Survey

Across EMEA and locally in Ireland, improving employee health, wellbeing and engagement is high on the agenda for many employers. We are delighted to publish the results from our Survey which covers more than 900 employers across the region. The Survey makes interesting reading and outlines the key health issues employers are facing as they develop their people risk strategies, including the opportunities and challenges. Read more. Read more.