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Jeanette Makings, Head of Financial Education, Close Brothers Asset Management

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.

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Millennials myths busted

How often do we see articles saying how difficult it is to engage Millennials with money?

Well this research from the Money Advice Service...

Read More…

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