Financial Wellbeing
Our financial wellbeing experts deliver workshop and coaching programs to help your people build a more secure financial future.
An Introduction to Financial Wellbeing
Course outcomes
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Understanding importance of financial resilience
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Know your money mindset
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Build emergency funds
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Use tech to support your financial goals
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Take control of your borrowing
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Take stock of your pension
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Become investment ready
Money and Mental Health
Course outcomes
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Understand impact of the cost-of-living crisis
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Understand the psychology of money
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Build money confidence
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Know where to go for further support
Savings and Investments
Course outcomes
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Know how to save smartly
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Understand the key principles of investment
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Understand different options for investment
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Know where to go for individual advice
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Understand pensions as a vehicle for investment
Money Management
Course outcomes
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Build a solid foundation for the future
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Know how to complete a budget review and make the most of your money
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Build a savings habit
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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:
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Food shopping
- Christmas
- Holidays
- Credit
- Savings
- Online Purchases
Employee Benefits
Course outcomes
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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
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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
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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
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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
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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.
Enquire now
Talk through your requirements with one of our friendly team.
Enquire now
Talk through your requirements with one of our friendly team.