About Charlie Goodman:
Currently a Partner at the Employee Benefits Collective LLP, Charlie Goodman specializes in financial wellbeing and pensions in the workplace. He is a qualified IFA, Financial Coach, and Reward Specialist. Charlie leads the Initiative for Financial Wellbeing’s Workplace Wellbeing offering.
Key discussion points from this episode include:
· Why Charlie decided to focus on employees benefits and financial wellbeing - 2:40
· About The Initiative For Financial Wellbeing - 10:42
· The basics that employers should consider having in place to support their employees’ financial wellbeing - 26:29
· The role of employees in their financial wellbeing - 32:18
· The benefits of having a money coach/financial coach or a financial adviser - 34:09
· Some findings from research done on the financial wellbeing of people based on their salary - 36:28
· Amalgamating/consolidating pensions from your previous employer [DB Pensions = Defined Benefit Pension] - 38:33
· Charlie’s definition of each Wealth Cornerstone – 47:57
Contact and work with Charlie Goodman:
Website: www.ebc-llp.com
LinkedIn: https://www.linkedin.com/in/charlesgoodmanemployeebenefits/
Initiative For Financial Wellbeing: https://initiativeforfinancialwellbeing.org.uk/
Additional resources:
MoneyHelper: https://www.moneyhelper.org.uk/en
Pension Wise: https://www.moneyhelper.org.uk/en/pensions-and-retirement/pension-wise
Pensions Tracing Service: https://www.gov.uk/find-pension-contact-details
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