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Financial Wellbeing

In person training
Online workshops
Webinar events

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

  • 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
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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
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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
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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
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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
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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
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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

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

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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.

Explore our other programmes

Employee resilience

Resilience training protects your employees from stress and burnout.

Mental Wellbeing

Proactively support the mental health of your employees.

Wellbeing Champions

Wellbeing Champions inspire and motivate staff to prioritise their health and wellbeing.