Approximately 50 minutes in total across seven modules. Employees can complete it in one sitting or spread it across multiple sessions – progress is saved automatically.

If you don’t offer salary sacrifice, that module can be removed, reducing training time to approximately 44 minutes.

Yes. The training is fully responsive and works on desktop, tablet, and mobile. Employees can start on one device and finish on another – their progress syncs automatically.

You’ll see this in your completion report. We send automated reminder emails to employees who haven’t started or haven’t finished. How you follow up internally is your decision.

You can also request a progress report at any time during the training period.

They’re automatically prompted to re-watch the relevant module and retake the quiz. Your completion report shows who needed multiple attempts.

This ensures genuine understanding rather than just clicking through the content.

Currently English only. If you have a significant non-English-speaking workforce, please contact us to discuss options.

Yes. Let us know when you place your order and we’ll exclude the salary sacrifice module. Training time reduces to approximately 44 minutes.

Videos are streamed through our platform – employees don’t need to download anything. The progress bar is hidden and fast-forward is disabled, ensuring they watch the complete content.

All videos include captions for accessibility.

Once you send us your employee list, we’ll have everything set up within 48 hours. Employees can begin training immediately after they receive their login details.

No. We work from a simple employee list (names and email addresses). If you can export a spreadsheet from your HR system, that’s all we need.

No IT integration, no API setup, no technical complexity.

Yes. New starters can be added at the same per-employee rate, with a minimum order of 5 employees (£100).

We handle account creation. Employees receive an email with their login details – they just click a link and get started. No registration forms, no password creation for them.

Yes. Tell us your preferred deadline when you order, and we’ll include it in employee communications. We can also send additional reminder emails as the deadline approaches.

Yes. We can send the welcome email from your company’s email domain if preferred – this can improve open rates. Just let us know when you order.

The report shows:

• Participation summary – who started, who completed, who hasn’t started
• Individual completion records – date and time for each module
• Video integrity verification – confirmation videos were watched in full
• Quiz scores – pass/fail status and actual score for each module
• Re-sit records – who needed multiple attempts and how many
• Individual PDF certificates – for each employee’s HR file

No dashboard required. We email you progress reports on request and send a comprehensive completion report at your deadline.

If you want dashboard access, we can provide it – but most clients prefer the simplicity of emailed reports.

Yes, if you include department or location information in your employee list. We can segment reports accordingly – useful for multi-site businesses or departmental compliance tracking.

You receive reports in two formats:

• CSV – for your records, analysis, or import into your systems
• Formatted PDF – for sharing with management, auditors, or The Pensions Regulator

No. This is financial education, not advice.

We provide ‘information about’ how pensions work in general terms – we never provide ‘advice on’ which specific options to choose based on individual circumstances.

The joint TPR-FCA guidance confirms employers can provide this kind of education without FCA authorisation.

There’s no legal requirement to educate employees about pensions (beyond the basic auto-enrolment notification letters).

However, The Pensions Regulator’s Code of Practice creates clear expectations that employers help staff make “informed decisions.” Providing trackable training helps demonstrate you’re meeting these expectations.

All of them. The training covers how workplace pensions work in general – it’s not specific to NEST, People’s Pension, Aviva, Scottish Widows, or any other provider.

The principles of auto-enrolment, contributions, and retirement options are the same regardless of who runs your scheme.

While pension education itself isn’t mandatory, demonstrable employee engagement can support your overall compliance position with The Pensions Regulator.

Our completion reports provide evidence that you’ve helped employees make “informed decisions” – which aligns with TPR’s Code of Practice expectations.

The subscription gives access to our broader financial wellbeing content library, organised into four themes:

1. Money Management Fundamentals – budgeting, payslips, emergency funds, debt
2. Understanding Your Benefits Package – PMI, life assurance, income protection
3. Growing Your Wealth – ISAs, investing basics
4. Life-Stage Modules – content targeted at early career, mid-career, and pre-retirement employees

No obligation. The core pension training is a one-time purchase. The subscription is optional for employers who want to offer ongoing financial wellbeing education.

The subscription includes all themes. However, you can choose which modules to deploy to your workforce.

For example, you might only send the pre-retirement content to employees over 50, or focus early career content on new graduates.

Coming soon. Register your interest when you get a quote and we’ll notify you when it launches.

Employee data is used solely for training delivery. We don’t share it with third parties, use it for marketing, or retain it longer than necessary. Full GDPR compliance.

For details, see our Privacy Policy.

All data is stored on UK/EU-based servers with appropriate security measures in place, including encryption at rest and in transit.

We retain completion records and certificates for the duration agreed in your service agreement (typically matching your record-keeping requirements). Employee personal data can be deleted on request once no longer needed.

Yes, £200 minimum. This ensures we can deliver the service properly and provide adequate support.

We invoice on confirmation of your order. Payment is due before we send login details to employees. We accept bank transfer (BACS) and card payment.

We offer a preview of the training content before you commit. If you have concerns after purchase, contact us and we’ll work to resolve them.

Deloitte research shows that for every £1 spent on financial wellbeing support, employers see an average return of £4.70 in productivity – over 400% ROI.

Financial stress is a major driver of absenteeism and presenteeism; education that reduces money worries pays dividends in focus and retention.

Yes. Our pricing tiers reflect volume discounts:

For 100+ employees, contact us for a custom quote.