Who have FinWELL worked with?
We have worked with employers of all sizes in both the public and private sector.
This includes the likes of Hays, Sky, Mental Health First Aid UK, Lindt Chocolate, CarWow, Warner Bros Discovery Channel, Babcock, BrewDog, Brentwood Council, DHL, Randstad, Transport for Greater Manchester, National Grid, North Wales Police, South Wales Police, Maidstone & Tunbridge Wells NHS Trust, Medway NHS Trust, North East London NHS Trust, Cornwall, Devon & Dorset Police, Charity Aid Foundation, Awin Global, Sutton & Kingston Council, Marsh & Parsons, Randstad, Reddico, ROAR B2B and LAB Group.
We've also worked with various membership organisations including Let's Improve Workplace Wellbeing CIC, the PPMA (Public Service People Management Association) and the CIPD (Chartered Institute of Professional Development.
Let's Improve Workplace Wellbeing CIC is a membership organisation helping to connect, train and support those tasked with improving wellbeing for employees internally.
This includes the likes of Hays, Sky, Mental Health First Aid UK, Lindt Chocolate, CarWow, Warner Bros Discovery Channel, Babcock, BrewDog, Brentwood Council, DHL, Randstad, Transport for Greater Manchester, National Grid, North Wales Police, South Wales Police, Maidstone & Tunbridge Wells NHS Trust, Medway NHS Trust, North East London NHS Trust, Cornwall, Devon & Dorset Police, Charity Aid Foundation, Awin Global, Sutton & Kingston Council, Marsh & Parsons, Randstad, Reddico, ROAR B2B and LAB Group.
We've also worked with various membership organisations including Let's Improve Workplace Wellbeing CIC, the PPMA (Public Service People Management Association) and the CIPD (Chartered Institute of Professional Development.
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 FinWELL Philosophy?
We've learnt so much from working with over 100 employers of all sizes in both the public and private sector in the UK and Globally.
We've learnt that your financial wellbeing strategy should be diverse and inclusive, personalised and measurable and linked to other mental health and wellbeing initiatives.
Your employees will all have different needs and at different stages of their financial wellbeing journey.
You will have some employees who simply want to access trusted educational content in their own time and at their own pace.
Some employees will appreciate additional guidance through group workshops or 1-1 support.
Some of your employees will be ready to look at professional advice and could benefit from understanding the advice process and options available.
We've learnt so much from working with over 100 employers of all sizes in both the public and private sector in the UK and Globally.
We've learnt that your financial wellbeing strategy should be diverse and inclusive, personalised and measurable and linked to other mental health and wellbeing initiatives.
Your employees will all have different needs and at different stages of their financial wellbeing journey.
You will have some employees who simply want to access trusted educational content in their own time and at their own pace.
Some employees will appreciate additional guidance through group workshops or 1-1 support.
Some of your employees will be ready to look at professional advice and could benefit from understanding the advice process and options available.
Does FinWELL offer Financial Advice?
No.
FinWELL is a Financial Education and Wellbeing Training company and is not authorised or regulated to give financial advice.
It is important for you and your employees to understand the difference between financial education, guidance and advice and we actually cover this in our workshops and 1-1 sessions.
FinWELL offers financial education, training, guidance and support.
FinWELL can help establish the need to potentially consider financial advice, explain the advice process and the options available but we do not offer or give financial advice.
We do not promote, recommend or endorse any regulated financial products or advice.
Individuals should seek authorised and regulated and trusted professionals for advice.
No.
FinWELL is a Financial Education and Wellbeing Training company and is not authorised or regulated to give financial advice.
It is important for you and your employees to understand the difference between financial education, guidance and advice and we actually cover this in our workshops and 1-1 sessions.
FinWELL offers financial education, training, guidance and support.
FinWELL can help establish the need to potentially consider financial advice, explain the advice process and the options available but we do not offer or give financial advice.
We do not promote, recommend or endorse any regulated financial products or advice.
Individuals should seek authorised and regulated and trusted professionals for advice.
What qualifications and experience do the FinWELL Team have?
Members of the FinWELL Team have a range of experience and qualifications depending on their areas of focus and speciality.
The first thing we look for is personality and character with a genuine passion to help people using excellent communication skills and levels of empathy.
Next we look for relevant experience in training and coaching with some team members having been in the industry for up to 30 years.
Finally we look for relevant qualifications and accreditations.
FinWELL do not offer financial advice however members of the team who cover areas of focus such as the property ladder, protection, pensions and investments may have relevant levels of current or previous experience and qualifications. This can range from CEMAP Mortgage Advice qualifications to Level Four Diploma's in Financial Services.
Click here to view our growing team.
Members of the FinWELL Team have a range of experience and qualifications depending on their areas of focus and speciality.
The first thing we look for is personality and character with a genuine passion to help people using excellent communication skills and levels of empathy.
Next we look for relevant experience in training and coaching with some team members having been in the industry for up to 30 years.
Finally we look for relevant qualifications and accreditations.
FinWELL do not offer financial advice however members of the team who cover areas of focus such as the property ladder, protection, pensions and investments may have relevant levels of current or previous experience and qualifications. This can range from CEMAP Mortgage Advice qualifications to Level Four Diploma's in Financial Services.
Click here to view our growing team.
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.
Our approach is to signpost to employers existing employee benefits and relationships.
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.
Our approach is to signpost to employers existing employee benefits and relationships.
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 such as working with charities and not-for-profits.
Click here to take a look at our services for charities.
We also have preferential rates for charities and not for profits and ways to collaborate and generate additional income for them.
Click here to take a look at our packages.
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 such as working with charities and not-for-profits.
Click here to take a look at our services for charities.
We also have preferential rates for charities and not for profits and ways to collaborate and generate additional income for them.
Click here to take a look at our packages.
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 along life's journey and now include:
*We offer financial education, guidance, support and signposting. We do not offer financial advice or recommend, endorse or promote any regulated products or services.
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.
- Money Mindset - (Emotional Finance, Psychology of Money, Relationships With Money).
- Money Management - (Debt, Budgeting, Savy Spending, Emergency Funds).
- Financial Wellbeing for Young Professionals - (Money Matters for 16-24 year olds).
- The Property Ladder* - (Getting onto, moving up, down and off the Property Ladder).
- Protecting What's Important* - (How to protect your income, family and future against the unexpected and the inevitable).
- Investing For Your Future* - (Understand basic investment options and principles and how to make the most of your annual allowances).
- Money Matters for Parents & Children - (Learn the money basics and teach others).
- Menopause & Money or 'MenoMoney' - (Understand the challenges around menopause and money anxiety).
- Modern Retirement Planning* - (How to plan for your retirement, understand the options, ensure your money lasts as long as it needs to and pass it on tax efficiently).
*We offer financial education, guidance, support and signposting. We do not offer financial advice or recommend, endorse or promote any regulated products or services.
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 email 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 email us if you think this might be worth discussing further.
Can online 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 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.
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.
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.
FinWELL Training Ltd offer financial education, guidance, support and signposting. We do not offer financial advice or recommend, endorse or promote any regulated products or services.
FinWELL Training Ltd offer financial education, guidance, support and signposting. We do not offer financial advice or recommend, endorse or promote any regulated products or services.
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.
Take a look at our data gathering services for a data driven approach.
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.
Take a look at our data gathering services for a data driven approach.
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.
Introductory Package
Our introductory package starts at just £950 + vat for 12 months support that includes access to educational content and 1 x 60 minute online workshop.
We can then design and deliver personalised programmes dependent on the needs and budget over a three, six and twelve month period.
Preferential Rates
Preferential rates are available through some of our collaborative partnerships such as HR Dept for SMEs in our efforts to offer support as cost effectively as possible.
Although we often start small to demonstrate value, we do believe that your financial wellbeing initiatives should be both consistent and ongoing to maximise engagement and impact.
Introductory Package
Our introductory package starts at just £950 + vat for 12 months support that includes access to educational content and 1 x 60 minute online workshop.
We can then design and deliver personalised programmes dependent on the needs and budget over a three, six and twelve month period.
Preferential Rates
Preferential rates are available through some of our collaborative partnerships such as HR Dept for SMEs in our efforts to offer support as cost effectively as possible.
Although we often start small to demonstrate value, we do believe that your financial wellbeing initiatives should be both consistent and ongoing to maximise engagement and impact.
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.
Take a look at our featured testimonials.
Each and every client will be generating an ongoing case study and research study that we will happily share with the clients permission.
Take a look at our featured testimonials.
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.
