LET’S IMPLEMENT OR ENHANCE YOUR WORKPLACE FINANCIAL WELLBEING STRATEGY

  1. Understand - Learn about financial wellbeing and its relationship with employees and organisational outcomes.

  2. Assess - Identify the financial wellbeing needs, risks and priorities within your workforce.

  3. Audit - Evaluate existing benefits, services, resources and free/low-cost support to identify gaps and opportunities.

  4. Plan - Develop a proportionate Financial Wellbeing Strategy and Policy aligned with organisational priorities.

  5. Connect - Define the roles of HR, Wellbeing, Benefits, Payroll, OH, L&D, managers, mental health, champions and leadership.

  6. Engage - Create a practical communications, education and engagement plan that reaches different employee groups.

  7. Measure - Establish meaningful employee and business outcomes, KPIs and a process for ongoing review and improvement.

7 key stages & outcomes…

LEARN ABOUT FINANCIAL WELLBEING Strategies & BUILD YOURS AS YOU GO

Work through the programme at your own pace and create a practical, evidence-based, Financial Wellbeing Strategy for your organisation supported by our Policy Template, Strategy Guide, Assessments, Audits, Planning Tools, Videos and a 90 day action plan.

choose the level of support THAT WORKS FOR YOU

✅ Digital: One-off Payment | SME £495 (Under 250 employees) | Large Employer £695 (250-1,000 employees) | Very Large Employer £950 (1,000+ employees) - Access the content to learn and build your strategy independently.

✅ Guided: £245 per month - Includes light touch guidance and quarterly review.

✅ Supported: £495 per month - Includes monthly support and accountability.

✅ Strategic: £950 per month - Deeper support, fortnightly reviews if required and stakeholder inclusion.



Also includes 12 months access to:

⭐ FinWELL Money Gym Learning Academy

⭐ Live monthly masterclasses on a range of financial wellbeing topics and themes for you personally

⭐ 24/7 FinWELL Money Coach - ‘Meet Fin!’ for you personally

⭐ FinWELL’s Money Personality Tool for you and all your employees

⭐ FinWELL’s video based training covering Debt, Tax, Gambling, Neurodiversity, Menopause & Money, Financial Control & Economic Abuse for you and all your employees



We have a 12 month minimum programme although you can work at your own pace and increase or reduce your level of support as your strategy, capacity and internal expertise develops over time.

get started…

Book a free discovery call with our team and we can help you start planning your personalised programme.

“Finwell is an award winning & cpd certified training provider having worked with hundreds of leading employers of all sizes & sectors”

WHAT PEOPLE SAY…

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“Having worked with FinWELL for a number of years and completing Stage 1 for myself, I believe this training could be of huge value to anyone tasked with improving employee wellbeing in a structured, strategic, holistic and data-driven way.”

- Award-Winning Global Wellbeing Leader

Measurable outcomes for EMPLOYERS:

✅ Increased Engagement
Higher participation in financial education, wellbeing initiatives and relevant employee benefits

✅ Improved Benefits Utilisation
Greater awareness, understanding and appropriate use of existing benefits and support — doing more with what you already have

✅ Reduced Impact of Financial Stress at Work
Improvements in reported concentration, productivity, presenteeism and potentially absence associated with money worries.

✅ Improved Employee Experience & Retention
More employees recognising their employer as supportive of their financial wellbeing, with potential improvements in attraction, engagement and retention measures.

✅ Measurable Return on Wellbeing Investment
Clearer evidence of what is being used, what is working, where gaps remain and where future wellbeing investment should be directed.

Measurable outcomes for employees:

✅ Improved Financial Knowledge
Better understanding of budgeting, debt, saving, pensions, benefits and financial planning.

✅ Increased Financial Confidence
More employees feel confident making informed decisions about their money.

✅ Improved Financial Resilience
Greater ability to manage unexpected costs, build savings and cope with financial shocks

✅ Reduced Financial Stress
Fewer employees reporting that money worries negatively affect their wellbeing, sleep or work

✅ Positive Financial Behaviour Change
More employees taking measurable actions — engaging with pensions/benefits, saving, budgeting, seeking debt support or planning ahead.

Basically happier, healthier and more productive teams!

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