Oak Tree Financial Training is a UK provider of workplace personal finance education, helping employers support employees’ financial wellbeing and prepare for life after work. Trading as Oak Tree Training Limited, the organisation works with businesses and public sector bodies to deliver clear, accessible training and seminars tailored to employers and their staff.

Its services cover financial awareness, practical money management and pre-retirement planning. Training helps employees understand their financial options, manage day-to-day finances and consider the steps needed to support their retirement goals. Oak Tree also offers guidance on wealth preservation, including wills, trusts and Lasting Powers of Attorney, and training on pension changes, lifetime allowances and annual allowances.

The organisation’s approach is designed to make financial topics understandable and useful, so participants can make more informed plans for the present and future. By addressing financial concerns in the workplace, Oak Tree aims to help employers promote employee wellbeing and improve preparedness for retirement. Its training is available to organisations across both the private and public sectors.