Video FAQ's
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Do you charge per employee and for workshop recordings?
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Who have you worked with?
We have been lucky enough to have worked with employers of all sizes including the likes of Hays, Sky, Mental Health First Aid UK, Lindt Chocolate, Warner Bros Discovery Channel, BrewDog, Randstad, Transport for Greater Manchester, North Wales Police, South Wales Police, Cornwall, Devon & Dorset Police, Awin Global, Marsh & Parsons, Reddico, ROAR B2B and LAB Group.
We've also worked with various membership organisations through our involvement with the not-for-profit Let's Improve Workplace Wellbeing CIC including the PPMA (Public Service People Management Association) and the CIPD.
Let's Improve Workplace Wellbeing CIC is a membership organisation helping to connect, train and support those tasked with improving wellbeing for employees internally.
We've also worked with various membership organisations through our involvement with the not-for-profit Let's Improve Workplace Wellbeing CIC including the PPMA (Public Service People Management Association) and the CIPD.
Let's Improve Workplace Wellbeing CIC is a membership organisation helping to connect, train and support those tasked with improving wellbeing for employees internally.
What is the difference between financial education, guidance and advice?
Here at FinWell we believe that Financial Wellbeing is understood and improved through the three elements of education, guidance and advice. We are all on a journey with our own Financial Wellbeing and we typically need to improve our knowledge and understanding as a starting point.
1. Education is any activity that is designed to improve your knowledge, understanding and confidence around key money matters. At FinWELL that takes form in the Financial Wellbeing microsites and content we create for employers and their employees along with interactive group workshops.
2. Guidance is the next and key step, giving individuals the opportunity to speak to a human being, ask questions that about their areas of focus, discuss the various options available and then be signposted to relevant resources or explain the advice process.
3. Advice involves discussing your personal situation and then receiving tailored recommendations as to the best options available that are suitable to you. This will involve specific financial products to achieve your goals such as insurance, pensions, investments and trusts. FinWELL can help explain the options available but professional advice is not offered by FinWELL.
1. Education is any activity that is designed to improve your knowledge, understanding and confidence around key money matters. At FinWELL that takes form in the Financial Wellbeing microsites and content we create for employers and their employees along with interactive group workshops.
2. Guidance is the next and key step, giving individuals the opportunity to speak to a human being, ask questions that about their areas of focus, discuss the various options available and then be signposted to relevant resources or explain the advice process.
3. Advice involves discussing your personal situation and then receiving tailored recommendations as to the best options available that are suitable to you. This will involve specific financial products to achieve your goals such as insurance, pensions, investments and trusts. FinWELL can help explain the options available but professional advice is not offered by FinWELL.
Do you offer any services for free?
Yes.
We're passionate about helping as many people understand and improve financial wellbeing as possible so can offer our content and some services for free in specific circumstances.
We're passionate about helping as many people understand and improve financial wellbeing as possible so can offer our content and some services for free in specific circumstances.
What Financial Topics and Themes can you cover?
Our diverse and inclusive team have a range of experience and expertise enabling us to cover all aspects of financial wellbeing from Money Management, Budgeting and the Cost of Living Crisis to Money Matters at key events along life's journey.
We try to combine various aspects of financial, mental, physical and social wellbeing as they are all intrinsically linked.
We've now designed various training workshops around Financial Wellbeing and the links to Mental Wellbeing for HR, Leadership, Wellbeing Champions and Mental Health First Aiders so feel free to get in touch to find out more.
We try to combine various aspects of financial, mental, physical and social wellbeing as they are all intrinsically linked.
We've now designed various training workshops around Financial Wellbeing and the links to Mental Wellbeing for HR, Leadership, Wellbeing Champions and Mental Health First Aiders so feel free to get in touch to find out more.
How can you help us save money first to then invest in financial wellbeing initiatives?
We have a number of ways to help FD’s, CFO’s and Business Owners save money in these challenging times with the view that some of this money can be passed on to employees and some can be used to further improve financial wellbeing for everyone.
An example of this is for SME’s who haven’t yet implemented Salary Exchange for pension contributions as the business could save up to £1,300 per employee, per year and employees can save up to £600 per year.
Please do contact us if you think this might be worth discussing further.
An example of this is for SME’s who haven’t yet implemented Salary Exchange for pension contributions as the business could save up to £1,300 per employee, per year and employees can save up to £600 per year.
Please do contact us if you think this might be worth discussing further.
Can workshops be recorded and how many can attend?
Yes, we encourage you to record sessions so they can be stored on your sharepoint, intranet or central hub and viewed again by those who couldn’t attend and new starters.
There is no restriction on the number of attendees and employers usually use their own zoom or teams accounts.
There is no restriction on the number of attendees and employers usually use their own zoom or teams accounts.
Can you offer face to face and online sessions?
Yes. We believe that recent times have shown that we can continue to utilise online technology for learning, training and development needs but you can't beat face to face interaction.
Our team is growing and we will always try to offer face to face activity as part of any programme if we possibly can.
Our team is growing and we will always try to offer face to face activity as part of any programme if we possibly can.
Who will actually deliver the sessions?
We have a growing, diverse and inclusive team of team of FinWELL Specialists are from all backgrounds and with various areas of expertise. They have a range of professional qualifications and lived experience which is critical when it comes to improving both financial and mental wellbeing. Your designated FinWELL team can be discussed and selected depending on your needs as-well as the demographics of your people.
How do you measure impact?
Measuring impact and continual improvement is paramount to what FinWell is all about.
We have a range of ways to measure impact that essentially comes down to stats and stories.
Our simple 'Four Step Process' gives anyone the opportunity to improve their financial wellbeing regardless of age, income, job role, family situation or levels of experience. This system offers a detailed and accurate scoring system that can be reviewed and analysed along with real life case studies and feedback. This gives employers an individuals a way to track progress as well as a return on investment and time.
We have a range of ways to measure impact that essentially comes down to stats and stories.
Our simple 'Four Step Process' gives anyone the opportunity to improve their financial wellbeing regardless of age, income, job role, family situation or levels of experience. This system offers a detailed and accurate scoring system that can be reviewed and analysed along with real life case studies and feedback. This gives employers an individuals a way to track progress as well as a return on investment and time.
How much should this cost?
This depends on how many employees you have and how much activity and engagement they might need. FinWell offers a flexible way to turn this activity up or down with your initial programme being designed with all elements in mind and discussed with your team.
Although we can start small to demonstrate value, we do believe that your financial wellbeing initiatives should be both consistent and ongoing to maximise engagement and impact and planned over a twelve month period to be embedded fully and made part of your company culture.
Although we can start small to demonstrate value, we do believe that your financial wellbeing initiatives should be both consistent and ongoing to maximise engagement and impact and planned over a twelve month period to be embedded fully and made part of your company culture.
How do you you take payment?
We invoice our corporate clients and for any individual and private client services we use Bottomline PYX for their direct debit solutions.
Do you work with partners including Employee Benefits Consultants?
Yes.
We are happy to make our services available through partnerships including employee benefits consultancies and are always open to ideas and opportunities.
We are happy to make our services available through partnerships including employee benefits consultancies and are always open to ideas and opportunities.
What case studies can you share?
We have numerous testimonials from employers of all sizes and sectors as-well as feedback from individuals.
Each and every client will be generating an ongoing case study and research study that we will happily share with the clients permission.
Each and every client will be generating an ongoing case study and research study that we will happily share with the clients permission.
Can you help with marketing and comms?
Absolutely and this is essential.
We can create personalised videos, feedback visuals and other relevant content to ensure you can communicate any activity effectively to maximise engagement.
We can create personalised videos, feedback visuals and other relevant content to ensure you can communicate any activity effectively to maximise engagement.
What are you doing around Diversity & Inclusion?
We're passionate about living and breathing diversity and inclusion as best we can.
This involves ensuring our growing team are as diverse, inclusive and relatable as possible along with our services.
We currently have a particular focus on Financial Wellbeing, Literacy and Neurodiversity.
Take a look here and feel free to get involved.
This involves ensuring our growing team are as diverse, inclusive and relatable as possible along with our services.
We currently have a particular focus on Financial Wellbeing, Literacy and Neurodiversity.
Take a look here and feel free to get involved.
FinWELL offers financial wellbeing services through education, guidance and support.
No information or content shared on our website or in any workshop or personal 1-2-1 session should be taken as advice.
We can signpost to further resources and partnering organisations who offer professional advice or you can seek advice through other authorised and regulated companies and individuals.
FinWELL may receive a fee for services provided by our collaborative partners.
No information or content shared on our website or in any workshop or personal 1-2-1 session should be taken as advice.
We can signpost to further resources and partnering organisations who offer professional advice or you can seek advice through other authorised and regulated companies and individuals.
FinWELL may receive a fee for services provided by our collaborative partners.
FINWELL TRAINING LTD
COMPANY NUMBER: 14126502
PRIVACY NOTICE
COMPANY NUMBER: 14126502
PRIVACY NOTICE
