JC
Joshua Chohan
Corporate Account Manager at Affinity Connect
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Work Experience
Corporate Account Manager
Sep 2023 - Present · 1 years and 4 months
Audience Accuisition Specialist
Jul 2021 - Aug 2023 · 2 years and 1 months
Senior Research Associate
Nov 2016 - Present · 8 years and 2 months
Company Details
51-200 Employees
Affinity Connect is a financial wellbeing and retirement specialist in the public sector - helping those in the workplace to improve their financial future. Established in 2001, our financial coaches work with hundreds of organisations in the public sector by providing financial education, covering topics such as retirement, lifetime allowance, annual allowance and redundancy. Engagement is driven by utilising campaigns to create awareness of upcoming programmes. Digital nudge technology is also used to encourage participation to maximise take-up. Further digital support can also be provided through interactive tools such as the Financial Healthcheck. All our interactions are measured and can be benchmarked against the industry standard to fully understand the impact. Following any intervention, for those wishing to understand their personal financial situation, as we are part of the Wealth at Work group, employees may also benefit from other services within the group, including a helpline through my wealth. At this point, they can provide access to a savings platform, or regulated financial advice. The advice service supports those who need specific recommendations which is particularly useful for those at retirement. It is also beneficial for those in retirement who may need to adapt their retirement planning in line with their changing needs.
Year Founded
2001
Social Media
LinkedinTwitter
Industry
Financial Services, Business management consultants, Services to businesses, Business Services, Insurance and Employee Benefit Funds, Finance and Insurance
HQ Location
Level 1, Bull Wharf Redcliffe Street Bristol, BS1 6QR, GB
Keywords
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