UPDATE

PORTUS WINS FINANCIAL EDUCATION PROVIDER OF THE YEAR

Portus are delighted to have won Financial Education Provider of the year at the DC Awards on 15th November.

We brought home the award for our online financial planning platform, moneygym, which is designed to encourage employees to make proactive decisions about their finances.

With moneygym, users can enter their personal information to calculate an estimated retirement income, model adjustments to help them achieve their long term savings goals, and easily invest in stocks and shares ISAs through the site.

Features like the video virtual assistant and the tax year countdown clock function to guide and prompt users to keep engaging for improved outcomes, all based on data which is personal to them.

“With auto enrolment, pension funding is probably the highest benefit spend for most employers, so one of the big things moneygym does is to engage employees with pensions and wider savings in a far more proactive way to make the most of that investment,” said Steve Watson, Commercial Director.

“This award recognises the great value of moneygym in increasing that engagement in very tangible ways across varied workforce demographics and in a changing pensions landscape. We’re keen to continue supporting clients with solutions that bring all the benefits of financial education to their employees.”

 

Nov 17, 2017
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Portus Consulting is now part of the Aon Group!