measure financial wellbeing with our launch workshop…
Do you know what your teams want or need?
Empower employees to measure and improve financial wellbeing in four simple steps while gathering vital data insights to build a personalised programme starting with our most popular kick-off workshop.
Scroll down to find out why this our most popular workshop to introduce FinWELL…
“We’re working with FinWELL to measure financial wellbeing across our workforce AND THEN PLAN A DATA DRIVEN, PERSONALISED AND INCLUSIVE STRATEGY”
Claire McGarry
Consultant at Leeds Teaching Hospitals NHS Trust
Overview
So you want to support your people’s financial wellbeing but don’t know where to start? You’re in the right place.
Our kick-off launch workshop introduces financial wellbeing and the links to mental health for your teams giving employees an opportunity to measure financial wellbeing, establish goals and action personalised plans.
We create a psychologically safe space to start conversations around money smashing the stigma and taboo.
The session explores:
What is financial wellbeing and the links to mental health?
The FinWELL Scale and how this affects everyone
What are the current challenges, common goals, top tips and key resources when it comes to money?
How all employees can measure and improve Financial Wellbeing in four simple steps?
We use interactive, intuitive and engaging ways to gather the data and insights you need to then build an inclusive, personalised and effective FinWELL strategy.
Our video based FinWELL Money Score and Action Planning Evaluation Tool can also be offered to office and non-desk based employees empowering them to start their financial wellbeing journey.
Details
From £950 + vat | Online or In-person | 60 minutes | Live Q&A | Includes Recording | Unlimited Attendees
Data Gathering, Insights & Analytics Services can be included in our FinWELL Core & Platinum Package.
This session can be delivered in-person as part of a half/full training day.
The best place to start when it comes to financial education and wellbeing…
Training features
WHY IS OUR DATA GATHERING AND INSIGHTS SO POPULAR?
The best starting point for employees
Understand, measure and improve financial wellbeing in four simple steps
Inclusive and personalised support
Employee needs are diverse, possibly sensitive and unique to them
Targeted Support
Learn the most popular topics and themes and type of support that’s needed
Maximise impact
Our goal-based, human approach saves time and money and track progress
FAQs
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No but we would highly recommend it and it’s how most employers start.
It introduces financial wellbeing and the links to mental health while also giving all attendees the chance to understand, measure and improve their own situation with a personalised action plan.
This also then gathers the data and insights you need to start to build an inclusive, personalised and effective programme of support.
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We use a combination of things that have proved to work best including chat, polls and qr code functionality.
It also makes for a much more engaging and interactive learning experience rather than sterile and boring presentations!
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Absolutely not.
We’re all about people feeling comfortable to have conversations around money and never ask anything personal, specific or sensitive.
We explore and discuss general challenges and potential solutions and do not collect or store any sensitive data.
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We ensure you and your teams have access to workshop recordings.
We’ve also developed a way for all employees (office and non desk based) to understand, measure and improve their own financial wellbeing in four simple steps too.
It’s a video based exercise where employees can establish their own FinWELL MoneyScore and Areas of Focus creating their own Action Plan.
They will receive a personalised summary via email depending on their scores with relevant next steps and links to relevant resources.
This can even be tailored to include your existing employee benefits to drive engagement.
This is an invaluable tool for your people and also helps you build a clearer picture over time to offer an inclusive and personalised programme of support.
#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.
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