Menu
Edit Profile

Jeanette Makings

Head of Financial Education at Close Brothers Asset Management

London, United Kingdom

About Me

Close Brothers has been working with some of the UK's best known organisations, providing financial education and advice services to their staff for over 40 years. Together with a team of specialists, I work closely with organisations to understand their concerns and priorities, as well as those of their staff such as: - Supporting those approaching retirement - Responding to the pension changes being introduced in 2015 - Creating a culture where staff feel more confident, prepared and responsible about their financial future - Helping employees to better value their benefits - Develop knowledge and understanding on complex issues such as tax planning, share schemes, pension options and financial planning - Guide employees through major reform such as company mergers, pension changes or auto-enrolment We are proud to put our clients at the heart of everything we do, ensuring we develop a financial education programme that not only inspires staff to make a difference, but that also adds real value to the organisation long-term.

0 0 0

Fighting for financial education

As someone who is passionate about giving the power to the people, Caroline Anstee extolls the value of financial education in schools...

Read More…
unknownx500

0 0 0

Enquiry hoping to reduce pension freedom scams

It is a sad enditement of a modern society that legislation meant to improve people's access and choice to their own money may also be...

Read More…
unknownx500

0 0 0

Bucking retirement age perceptions

Most reports we have seen in recent years talk about people having to work longer to support their retirement lifestyle.

But as this...

Read More…
unknownx500

As a free user, you can follow Passle and like posts.

To repost this post to your own Passle blog, you will need to upgrade your account.

For plans and pricing, please contact our sales team at sales@passle.net

Repost successful!

View the repost

Repost successful!

Your repost is currently a draft. Review your repost and request approval.

Something went wrong whilst reposting - please try again.

Sorry - this is not an option. This post already exists in the Passle you have selected.

Try reposting to another Passle.

Contact us