introducing our finWELL learning ACADEMY

Empower your entire workforce to measure and improve their relationships with money and mental health along life’s financial journey?

a great way to offer all employees access to financial education and then start personalising additional support.

Jane Vivier
Reward and Benefits Expert

Overview

COMBINE digital TECHNOLOGY AND HUMAN BASED TRAINING TO MAXIMISE IMPACT…

Financial wellbeing is an extremely sensitive area with more stigma that mental health and even suicide.

It’s important to combine digital technology and a human training approach especially if you have both office and non-desk based workers.

We’ve created the FinWELL Learning Academy for all employees to access at various stages along life’s financial journey.

measuring financial fitness…

A simple five step plan starts with employees being able to measure their financial fitness with our FinWELL Money Scores and then establish key areas of focus and personal goals with our FinWELL PAWA Plan dependant on their stage of life and family situation.

They can then access goal-based, educational content around the twelve most common money related challenges we’ve identified with three years of data.

A range of educational content…

Employees can then feel empowered to take action and achieve their FinWELL Goals.

We all learn in different ways so we’ve created and curated goal-based educational content for both the neurotypical and the neurodiverse.

This includes articles, step-by-step guides, videos and podcasts.

live & on-demand masterclasses…

Employees can attend our programme of FinWELL Masterclasses covering the most popular money related topics and themes from money mindset and budgeting to savings, investing, pensions and retirement planning.

Recordings are also then available via the FinWELL Video Library for the whole family to enjoy.

book 1-1 finwell guidance sessions…

Employees can also then book a private and confidential 1-1 session with a FinWELL Specialist.

This gives them a chance to ask questions around their own FinWELL MoneyScore & PAWA Plan and be signposted to relevant resources and guided back to your existing employee benefits.

FinWELL Specialists have a combination of industry qualifications and personal lives experience.

Some may have financial services qualifications but we do not give financial advice or promote, recommend or endorse any regulated product, provider or service.

signpost to existing employee benefits and providers…

As FinWELL doesn’t sell any products or give advice, we can signpost your teams back to existing employee benefits at every opportunity.

This should enhance take up in things like cash-back and money saving schemes while also increasing engagement in pensions, healthcare and other benefits.

ASK finwell MONEY QUESTIONS 24/7…

Employees can ask our specialist team any time or day and we’ll aim get back in touch within 24 hours signposting to relevant tools and resources.

Your team can even share their feedback and be entered into our prize draw to win a wellbeing spa day for two or a £100 voucher!!

Platform Features

WHY IS the FINWELL Learning academy SO POPULAR?

Proven

Use data insights to measure impact and track progress

Save time and money

Easy to implement and time/cost-effective

CPD certified

You’re guaranteed high quality trianing

Personalised

An inclusive yet personalised approach

 FAQs

#Financial wellbeing month

Get involved with this free campaign created to link financial wellbeing, mental health and suicide prevention for all workplaces. Sign your organisation up to Financial Wellbeing Month for free today.

In collaboration with leading organisations