Financial Wellbeing

An Introduction to Financial Wellbeing

Course outcomes

• Understanding importance of financial resilience
• Know your money mindset
• Build emergency funds
• Use tech to support your financial goals
• Take control of your borrowing
• Take stock of your pension
• Become investment ready

Money and Mental Health

Course outcomes

• Understand impact of the cost-of-living crisis
• Understand the psychology of money
• Build money confidence
• Know where to go for further support

Savings and Investments

Course outcomes

• Know how to save smartly
• Understand the key principles of investment
• Understand different options for investment
• Know where to go for individual advice
• Understand pensions as a vehicle for investment

Money Management

Course outcomes

• Build a solid foundation for the future
• Know how to complete a budget review and make the most of your money
• Build a savings habit
• Know how to borrow successfully

50 Ways to Make Your Money Work Harder

Course outcomes

Discover 50 practical money savings tips covering a broad range of everyday subjects including:

• Food shopping
• Christmas
• Holidays
• Credit
• Savings
• Online Purchases

Employee Benefits

Course outcomes

• Understand the financial employee benefits provided by your organisation
• Discover how to maximise employee benefits through informed decisions
• Explore how employee benefits align with your long-term financial goals
• Identify available resources within your organisation

Retirement Planning

Course outcomes

• Know the advantages of pensions over other investment options
• Optimise contributions for maximum returns
• Keep track of and leverage old and new pensions effectively
• Explore diverse options as you near retirement
• Understand pension tax efficiencies
• Understand the options, benefits and rules around pension drawdowns

Debt Management

Course outcomes

• Learn how to make your credit score work in your favour
• Understand how to make your debts run more efficiently
• Discover how to make your mortgage work smarter
• Know what to do if you’re facing financial difficulty

Mortgages and Homebuying

Course outcomes

• Explore how to get started on the housing ladder
• Plan your future journey with clarity
• Understand the principles of re-mortgaging
• Discover practical methods to clear your mortgage faster

1:1 Financial Coaching

Our expert Financial Coaches build knowledge and confidence around finances. Each session is tailored to build clarity on financial goals and build a personal action plan for success.

Coaching outcomes

• Review current financial position
• Identify areas for improvement
• Consider financial options
• Agree a personal action plan

Enquire now

Our team are on hand to answer your questions and tailor a financial wellbeing programme for your organisation.