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Best financial education strategy

BT Group
Saveshare
(Entered by Equiniti)

Francis O’Mahony, head of share schemes at BT Group

This award recognises an employer that has taken a proactive approach to its workforce’s financial needs and has supported staff in making financial, retirement or investment-related decisions. In a closely-fought category, the judges were impressed with how BT provided financial education for employees at the maturity of a sharesave scheme, which resulted in significant gains for many employees. Its creative approach to education included a live interactive Question Time-style event for employees to engage with key stakeholders.

The judges said: “It had choices to make around how it dealt with a unique challenge. It took a fully comprehensive approach to put employees in the best position. The strategy clearly supports both the organisation and employees.”

The winner said: “It was the success of the communication campaign that I think really stood out. The education is the answer to why it was successful. “It means a lot [to win and] there has been a real buzz around the organisation. [During the campaign] everyone was talking about share schemes, it was the most popular story on the intranet.”

Runners up
  • Bristol-Myers Squibb Pharmaceuticals, Aspire to Retire
  • Gerald Eve (Entered by Hargreaves Lansdown)
  • GlaxoSmithKline, GSK TotalReward Financial Education programme (Entered by Wealth at Work)
  • Monster, MyRewards (Entered by Aon Employee Benefits)
  • Oracle, Make your money count - financial education programme (Entered by Secondsight)
  • UKTV, New Year, New You