Discover more about how Financial Wellbeing Training can work for your team.
Financial Wellbeing Training
Employee financial wellbeing training can help your people manage their money worries, and build a more secure financial future. Designed and delivered by financial experts.
INVESTING IN PEOPLE
Why Financial Wellbeing Training Matters
Money worries don’t stay at home — they follow people to work, affecting focus, relationships and performance. With the cost of living still a top concern, financial wellbeing has become a critical part of employee support. Our financial wellbeing training helps employees:
- Understand their money mindset and habits
- Build financial confidence
- Make informed decisions about spending, saving and debt
- Plan for the future with less stress and more clarity
- Access support when it’s needed most
Supporting financial wellbeing doesn’t just help individuals – it boosts engagement, reduces stress-related absence and shows your people you genuinely care.
Financial Wellbeing Workshops
Our financial wellbeing programmes help your people build greater confidence to manage their money. Each interactive and engaging session addresses a core area of financial wellbeing.
An Introduction to Financial Wellbeing
The foundations of personal finances.
Money and Mental Health
The relationship between money and wellbeing.
Savings and Investments
Creating a secure financial future.
Money Management
Making the most of the money you have.
50 Ways
50 ways to make your money work harder.
Employee Benefits
Making good use of the available benefits.
Retirement Planning
Building a financially secure retirement.
Debt Management
Navigating debt without being overwhelmed.
Mortgages and Homebuying
Climbing the housing ladder with confidence.
Why Organisations Choose Our Financial Wellbeing Training
Our financial wellbeing training is 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.
- Financial wellbeing experts
- Dedicated customer success team
- Flexible delivery: online, in-person
- Post-training resources
What our clients say
"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."
Chelsea Brazier
CHIEF PEOPLE OFFICER
"The session was incredibly valuable. It provided an in-depth exploration of the link between money and mental health. The content was highly relevant and I would recommend it to anyone."
Laura Heaton
Community Manager
"The session was informative and helpful. Most people learned something and had takeaways to improve their relationship with money and budgeting."
Jenni Russell
HR MANAGER
Financial Wellbeing FAQs
Here are some common queries about our training?
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.
Financial wellbeing support suits employees at any level who want to improve their financial health, knowledge and confidence.
Our facilitators are qualified financial and mortgage advisors with extensive experience in the financial sector, ensuring that all training is accurate, practical and relevant.
We offer both online and in-person delivery options for our workshops, including virtual classroom and live webinar options.
In-person and virtual classroom sessions can accommodate up to 16 people, while a live webinar can host up to 500 participants.
Let's Start the Conversation
Our team are on hand to answer your questions and tailor a financial wellbeing programme for your organisation.