"Your way to introduce or enhance financial wellbeing for your teams to establish a data driven, personalised, inclusive, measurable and cost effective strategy."
This is our most popular workshop with employers of all sizes and sectors across the UK and now globally.

It's the perfect way to start or enhance your approach to financial education and wellbeing and then create a data driven, inclusive and personalised programme.

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Sector Specific Case Studies

What Does This Workshop Cover?

  • Facilitated by FinWELL Specialists, bring leadership and employee teams together creating a psychologically safe space to #TalkAboutMoney.
  • Understand what financial wellbeing is all about and the links to mental health. 
  • Discuss the current financial challenges around the rising cost of living.
  • Ensure employees do not feel alone by sharing ideas, hints and tips around potential solutions and ways to get through these challenging times.
  • All attendees can complete the FinWELL PAWA Plan Learning Journey to understand, measure and then improve their own financial wellbeing whatever their role, income, family situation or levels of experience and confidence.
  • Attendees will learn about the five key elements of financial wellbeing and establish their own personal FinWELL Money Score.
  • They can then identify their areas of focus as life's financial journey is broken down into five key stages.
  • Employees can understand the difference between financial education, guidance and advice and what next steps are relevant and suitable for them.
  • Lastly, we'll share hints and tips for employees to feel empowered to actually take action for positive change.
  • We can help with comms to maximise engagement
  • All information is gathered anonymously and can then be presented to help you plan a data-driven, personalised, inclusive, measurable and cost-effective programme of activity over a 3, 6 or 12 month period.
  • The data will give insights to identify the common challenges and pain points, key areas of focus for your people, the most popular topics and themes and what types of support they would like access to.

What Do People Say?

"This session gives a great introduction to what financial wellbeing creating a safe space for employees and leadership teams. It offers an opportunity for all attendees to measure their own financial wellbeing establishing their main challenges, areas to focus on and next steps.  This also gives us the insights we need to then create a plan of action to cover what they actually want and need moving forward."

"I loved that the session was interactive. I felt relaxed about sharing some tips I have and also learn about what I could do to help myself. It's a reminder that no matter what you earn, managing your money is so important – whatever you want it for or what situation you are in."​

“I liked the fact that the information was clearly presented with helpful resources recommended to us. People should attend the session to better understand what help and guidance is available. I didn’t feel like the session could actually be improved really – it was helpful and concise, and it was good to be able to interact and share our experiences and concerns.”

“My favourite thing was the collaborative aspect and getting attendees involved. People should attend this session to get a better understanding of the help that’s available and to know you’re not alone in having money worries, concerns or challenges, especially right now!”

"We didn't really know how to approach financial wellbeing and this initial workshop gave us a taster of how the FinWELL team work and what they can offer over the long-term.  We now know what support our people need and have a trusted training provider to help us make this happen." 
We'll present to you the personalised data and analysis we have generated 
Take a data driven approach? 
The Kick Off Launch Workshop gives an interactive way for your people to measure their own financial wellbeing and establish their FinWELL PAWA Plan.

This also gives you anonymous data to plan an inclusive, personalised and cost-effective programme of support for all employees.

Meet The Speakers
Ryan Briggs

Ryan founded FinWELL to transform lives through the power of financial education and wellbeing.

​He has a Level 4 Diploma in financial services from the London Institute of Banking and Finance, is an accredited workplace financial education specialist and a mental health first aider.

He is also an ambassador and advisory board member of the Ripple Suicide Prevention Charity and a member of the Global Wellness Institute leadership team.
Justine Piercy

Justine joined the FinWELL Team to help employees improve financial wellbeing especially budgeting and basic money management and is now the Head of Training & Delivery. 

​Justine has over 30 years experience in financial services enjoying many management, leadership and training roles.

VIDEO TESTIMONIALS

Hannah
Hays
Natasha
Devon & Cornwall Police
Neisha
Sutton Council
Kate
Moorfields Eye Hospital NHS Trust
Thea
Local Government Association