Employee Financial Wellbeing
Our financial wellbeing experts deliver workshops and coaching programmes to help your people build a more secure financial future.
Financial Wellbeing Training
Our financial wellbeing programmes help your people build greater confidence and resilience when it comes to money. Each interactive and engaging session addresses a core area of financial wellbeing.
Duration: 60 to 90 minutes
Delivery Format: In-person and online workshops and webinars
AN INTRODUCTION TO FINANCIAL WELLBEING
The fundamentals of financial resilience in today’s economy.
MONEY AND MENTAL HEALTH
How money affects mental health and strategies to build money confidence.
SAVINGS AND INVESTMENTS
The key principles of investment and the options for investing.
MONEY MANAGEMENT
How to budget and build a solid foundation for the future.
50 WAYS TO MAKE YOUR MONEY WORK HARDER
50 practical money-saving tips to make your salary work harder.
EMPLOYEE BENEFITS
How to align employee benefits with long-term financial goals.
RETIREMENT PLANNING
How to make the most of your pension.
DEBT MANAGEMENT
How to make debt work in your favour, and where to go when in financial difficulty.
MORTGAGES AND HOMEBUYING
How to get started on the housing ladder and clear your mortgage faster.
Testimonial
A jam-packed hour with informative and empowering financial wellbeing education. Everyone really enjoyed it and we all took a lot away. I’d highly recommend to compliment and support wellbeing strategies.
Chelsea Brazier, Chief People Officer
Our Financial Wellbeing facilitators
Our financial wellbeing training and coaching sessions are led by highly qualified financial experts. They have worked extensively across the financial sector and have a deep understanding of the challenges employees face in today’s economy.
John Piercy: John is a qualified financial (DipFA) and mortgage advisor (CeMAP) with over 30 years of experience in the banking industry. He is passionate about helping people build greater financial confidence and resilience.
Why work with The Wellbeing Project?
Our expert team has put everything in place to ensure that you receive the outcomes you’re looking for
Dedicated support
Your account manager will work closely with you to understand your requirements.
Expert facilitation
All training is led by qualified financial experts.
A seamless experience
Our client success team takes care of the logistics to ensure a seamless delivery.
Flexible delivery
Our financial wellbeing training and coaching can be delivered online or in person.
Get Started Today
Our team are on hand to answer your questions and tailor a financial wellbeing programme for your organisation.
FAQs
Q. Why is financial wellbeing training important in the workplace?
With the cost-of-living crisis and current economic state, financial wellbeing is becoming increasingly important. Financial education enables employees to manage their finances more effectively and feel in greater control of their financial future. In turn, this supports their mental health and overall wellbeing at work.
Q. Who can benefit from financial wellbeing training?
Financial wellbeing support suits employees at any level who want to improve their financial health, knowledge and confidence.
Q. Who can benefit from financial coaching?
Anyone can benefit from financial coaching, but we often find that those who benefit most from financial coaching are in one of three situations.
- Know they need help, but don’t know where to start.
- Know what they want but are unsure of where to turn.
- Have already taken action but need help to review their plans and improve.
Q. What qualifications do the financial wellbeing facilitators have?
Our facilitators are qualified financial and mortgage advisors with extensive experience in the financial sector, ensuring that all training is accurate, practical and relevant.
Q. How are your financial wellbeing workshops delivered?
We offer both online and in-person delivery options for our workshops, including virtual classroom and live webinar options.
Q. How long are the financial wellbeing workshops and coaching sessions?
Our financial wellbeing workshops last 90 minutes, while 1-1 financial coaching sessions last 30 minutes.
Q. What size groups can participate in the financial wellbeing workshops?
In-person and virtual classroom sessions can accommodate up to 16 people, while a live webinar can host up to 500 participants.
Enquire now
Talk through your requirements with one of our friendly team.
Enquire now
Talk through your requirements with one of our friendly team.
Money and mental health
The session was incredibly valuable and insightful. It provided an in-depth exploration of the link between money and mental health, offering practical strategies and insights. The content was thought-provoking and relevant. I would highly recommend this session to anyone.
Employee resilience
Resilience training protects your employees from stress and burnout.
Mental Wellbeing
Proactively support the mental health of your employees.