financial Wellbeing workshops

Reduce money related stress and create healthier and happier employees by educating your teams along life’s financial journey.

Our award-winning workshops create a safe, engaging, inclusive and interactive learning environment to maximise impact for apprentices and young adults to those approaching retirement from all backgrounds and cultures.

OUR MOST POPULAR WORKSHOPS

KICK OFF LAUNCH WORKSHOP FOR ALL EMPLOYEES

UNDERSTAND, MEASURE AND IMPROVE FINANCIAL WELLBEING IN FOUR SIMPLE STEPS

Key features and outcomes:

60 mins | Online/In-person | Unlimited attendees | Includes recording
Cost: £950 + vat (In-person needs to be part of a half/full day training)

Attendees will…

✅ Learn what financial wellbeing is and the links to mental health
✅ Explore current challenges, potential solutions and top tips
✅ Establish FinWELL Money Scores and Areas of Focus
✅ Set Personal FinWELL Goals
✅ Live Q&A

✅ We will also gather and share anonymous data in real-time that can be presented back to you with comparisons to benchmarks so you can plan an inclusive and personalised programme of support moving forward based on research

This is our most popular workshop and we would highly recommend starting here and then exploring ways to build your FinWELL programme to maximise impact and return on time and investment.

“THE LAUNCH workshop WAS the perfect way to start with finWELL and WE’VE BUILT OUR PROGRAMME OVER THE LAST four YEARS USING THE DATA AND INSIGHTS WE GATHERED.”

Hannah Pearsall, Head of Wellbeing at Hays

WORKPLACE FINANCIAL HEALTH AWARENESS TRAINING

IDEAL FOR KEY EMPLOYEES, LEADERS, MANAGERS, CHAMPIONS AND Mental health first aiders

Key features and outcomes:

60 mins | Online/In-person | Up to 20 attendees
Cost: £750 + vat (In-person needs to be part of a half/full day training)

Attendees will…

✅ Learn what financial wellbeing actually is and isn’t
✅ Understand the links to mental health
✅ Learn what does the data says employees need most
✅ Understand what can your business do
✅ Establish what you can do as key employers, leaders and managers
✅ Explore how this can link to existing employee benefits
✅ Get to grips with how this can all be measured?


✅ This also includes access to our Effective Signposting Guide and Award Winning Financial Wellbeing Strategy Secrets

Financial Wellbeing is so important for police forces so we’re delighted to have rolled out FinWELL’s financial health awareness and cpd certified champion training.”

Natasha Hill, Wellbeing Lead at Devon, Cornwall and Dorset Police

financial education foundation training

specifically for apprentices & young adults (but important for all employees!)

Key features and outcomes:

120 mins | Online/In-person | Up to 20 attendees | Includes recording
Cost: £950 + vat (In-person needs to be part of a half/full day training)

Attendees will…

✅ Learn what financial wellbeing is and the links to mental health
✅ Explore current challenges, potential solutions and top tips
✅ Establish FinWELL Money Scores and Areas of Focus
✅ Set Personal FinWELL Goals
✅ Understanding pay slips, tax and national insurance
✅ Explore basic bank and savings accounts
✅ Implement budgeting and money management techniques
✅ Understand emergency funds and the need for financial resilience
✅ Learn the secrets to credit scores and debt
✅ Find out how much they can save per month with a few slight changes
✅ Includes live Q&A

✅ Attendees also get access to the FinWELL Learning Academy for 12 months including goal based, educational content, live monthly masterclasses online, video library and 24/7 question and answers feature

“it’s so important to give our apprentices and young adults the best possible start when it comes to financial education and this is perfect for our annual onboarding process.”

Katie Compton, HR Project Manager at the University of Birmingham

Additional workshop topics and themes

  • FinWELL Launch Workshop - The Perfect Place to Start

    Our most popular workshop and best starting point!

    Introduces financial wellbeing and the links to mental health and empowers attendees to understand, measure and improve their relationship with money in four simple steps.

  • Financial Health Awareness in your workplace

    Introduce ways for key employees, leaders, managers, wellbeing champions and mental health advocates to support themselves and their colleagues when it comes to financial wellbeing.

    This can lead on to CPD Certified FinWELL Champion Training.

  • UNDERSTANDING THE BASICS AROUND Money Management

    A great way to explore the basics that we didn’t learn at school!

    This includes dealing with debt, budgeting, building emergency funds and financial resilience, savvy spending habits and savings - ideal for all especially onboarding new starters!

  • THE PSYCHOLOGY OF MONEY AND MINDSET

    An interesting look at how our relationships with money is ingrained in us by the age of seven.

    Exploring, understanding and improving our money attitudes, behaviours, biases, habits and decisions.

  • Breakthrough Budgeting & Planning

    We’re not taught how to budget and plan our finances at school and is usually learnt the hard way through costly mistakes!

    Attendees will learn the different ways to budget so they can take control of their money and start making it work harder for them.

  • Getting On the Property Ladder

    The property ladder can seem like a bit of a mine field at the moment but it doesn’t have to be complex or confusing!

    This workshop explores options and costs to move into your first home or wanting to understand mortgages and re-mortgaging.

  • Understanding Employee Benefits & Joining The Dots

    Most employers have fantastic benefits but the tricky bit is communicating them in an engaging way that clearly shows how they can help your short, medium or long-term goals.

    This workshop explains key employee to drive take up and improve lives.

  • AN INTRODUCTION TO PENSIONS & INVESTING OPTIONS

    Does retirement seem a life-time away? Is your pension something you’ll ‘get round to at some point’ and does investing just seem scary and for other people?

    This workshop will show you how simple it can be and how much money you could be losing out on if you don’t start paying attention.

  • Reviewing Your Pensions & Retirement plans

    Ok, so you know that it’s time to get on top of your pensions and start planning for the future you and your family deserve.

    This workshop will help you understand how much you might need, how much you already have, how to build up the rest and how to enjoy later life.

  • Making Money Work Harder for High Earners

    As you earn more money, you may well have to pay more tax but do you know how higher earners minimise this and even get more money back from the government in tax-relief?

    This workshop is not to be missed if you’re in the higher tax brackets and want to start making your money work as hard as you do.

  • Empowering Independent Women & Money

    Let’s face facts, there is still a gender pay and pensions gap and women are less likely to invest for themselves or have general financial independence.

    This workshop explores the psychology of money for women, the basics and first steps to investing and how to feel empowered to take action.

  • Getting through redundancy

    Unfortunately many people will face redundancy at some point in their working life and it can have a huge effect on our confidence impacting our financial wellbeing and also our mental health.

    This workshops gives you a step by step guide of what you need to consider and how to get through it with personal lived experience.

  • Mastering Money for Parents & Children

    We didn’t learn about money at school so how can we teach our kids about it?!

    This workshop explores the basic principles around money including how to earn it, how to save it and how to grow it.

    It makes it so simple that you can even get children involved to build healthier relationships with money.

  • LIFE EVENTS: DEALING WITH DIVORCE

    One in three people will go through a divorce and this can have huge impact on both your financial wellbeing and mental health.

    This workshop explores the things you need to consider along with a step by step guide to achieving financial control and independence for a positive next chapter in your life.

  • LIFE EVENTS: Neurodiversity & Money

    Managing money can be hard enough without dealing with the additional challenges that come with neurodiversity including ADHD, Dyslexia, Dyspraxia.

    This workshop looks at real life examples and the impact this can have on our money and mental health with steps to build a healthier relationship with money for the long-term.

  • LIFE EVENTS: MENOPAUSE & MONEY

    It’s encouraging to see more awareness around the menopause but have you stopped to think about the impact this can have on financial wellbeing?

    This workshop shares personal lived experience around the additional financial challenges to consider at certain stages in life, how to survive and how to thrive.

  • LIFE EVENTS: BEREAVEMENT, GRIEF & LOSS

    We simply can’t get through life without having to experience and deal with some form of bereavement, grief, trauma or loss at some point.

    This workshop explores the impact this has on both our financial wellbeing and mental health through personal lived experience and how to get through it.

  • LIFE EVENTS: Money DANGERS & SCAMS

    Long gone are the days when you received an email saying you had won millions of pounds and just need to share your bank details to claim it!

    Money related scams are on the rise and are becoming more sophisticated meaning additional awareness and education is needed to keep us all safe.

  • Men, Managing Mental Health & Money

    The stats around suicide are not getting any better especially for men of a certain age.

    This workshop explores the very real pressures men face and the challenges of modern society including work, friends, family, money health and wellbeing.

    We share personal lived experiences and offer practical steps to measure and improve financial wellbeing specifically for all men.

  • Healthy Eating That Doesn't Cost The Earth (Literally)

    Eating healthier, feeling fitter and protecting the planet sound like a great idea but how can we achieve this while also protecting our pocket?

    This workshop explores our typical habits and psychology when it comes to eating and how we can take steps to enjoy a healthier and more balanced diet that is full of nutrition for ourselves and our families, linking financial and physical wellbeing without the need to break the bank.

  • Financial Control & Economic Abuse

    It’s a sad fact that domestic violence and abuse is on the rise.

    You may however be unaware of the links between financial control and economic abuse.

    Join us on this workshop to explore a very personal account and lived experience from a domestic abuse survivor looking at ways of spotting some of the early signs and what steps can be put in place to protect yourself or people you know and work with.

 FAQs

  • Money is an extremely sensitive area for many people and our workshops (along with our other training and support) is designed to build knowledge, understanding and confidence.

    Rather than being one-way presentations, we’ve learnt how to create psychologically safe spaces for employees and leadership teams to come together to #TalkAboutMoney.

    We have numerous ways to encourage attendees to get involved with our training when they feel comfortable as we’re all at different stages on along life’s financial journey.

    This includes chat functionality, polls and even breakout rooms to maximise interaction and engagement facilitated by FinWELL Specialists.

    We also cover a combination of core money related topics and life events that have a huge impact on both our financial and mental wellbeing.

  • Yes.

    Many employers bundle together 3 or more workshops and spread them over a 3, 6, 9 or 12 month period.

    Many repeat core workshops around their wellbeing calendar, employee benefits windows or for specific employee network groups such as apprentices and new starters, parents and carers, women and men’s health, diversity and disabilities and those getting close to retirement.

  • We do not limit attendee numbers for our workshops (other than Workplace Financial Health Awareness) and also include recordings at no extra cost.

    We have various ways to help with comms to maximise engagement, relevant resources and follow up materials.

    Our Kick Off Intro Workshop also includes the generation of data gathering and insights that can be presented back along with suggestions and recommendations to offer further support that is inclusive and personalised.

  • FinWELL Specialist Trainers have a unique combination of industry qualifications (where relevant) and personal lived experience.

    They have also gone through our onboarding process as-well as completing our CPD Certified FinWELL Champion Training that comes with ongoing 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.

In collaboration with leading organisations