VIEW OUR VARIOUS FINWELL WORKSHOPS...
NOT ANOTHER BORING WEBINAR? NO FINWELL WAY!
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FinWELL Kick Off Launch WorkshopOur most popular workshop giving you an opportunity to bring leadership and employees together to introduce FinWELL and the links between money, mental health & suicide prevention while sharing challenges and solutions in an interactive and engaging way encouraging your teams to #TalkAboutMoney.
This session can also be used as a data gathering exercise for employees to measure their own financial wellbeing and establish areas of focus. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme |
What is our CPD Certified FinWELL Champion®️🏅 Training
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FinWELL (Financial Wellbeing) Leadership Awareness at the WorkplaceUp-skill Leaders, Managers, HR, DE&I, Wellbeing Champions and Mental Health First Aiders in key areas of Financial Wellbeing that can lead on to our CPD Certified FinWELL Champion®️🏅 Training.
Attendees will learn about the links between financial wellbeing, mental health and suicide prevention. We will also cover spotting the signs of poor financial wellbeing within your teams while also being able to have empathetic conversations and effectively signposting to relevant resources and employee benefits. 60 mins | Maximum 15 Attendees | Interactive | Live Q&A |
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Mastering Money Mindset
Did you know that our relationships with money is ingrained in us by the age of seven? This workshop is ideal for anyone who wants to understand and improve their relationship with money, learn about the psychology of money to consider and ultimately change their financial attitudes, behaviors, habits and decisions. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme |
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Basic Money Management Deeper Dive
A closer look at the first of our five key areas of focus along life's financial journey. This covers dealing with debt, basic budgeting, spending habits, emotional triggers, the psychology of money, emergency funds and neurodiversity. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme |
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Breakthrough Budgeting Live
Due to popular demand and feedback from other sessions, we've designed an engaging and interactive workshop where we will go through a live budgeting case study. This will include complimentary budgeting tools and resources to get on top of your money, take back control and start making savings. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme |
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Getting Through Redundancy
The current climate is challenging for everyone and unfortunately many companies will want to support their employees affected by redundancy. Our team have first hand, personal experience with this and how to get though it. We can help your teams deal with the emotional aspects while also taking practical steps to put proactive plans in place to minimise impact on both financial and mental wellbeing. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme |
Protecting What's Important
This session will explain the areas you'll need to consider when it comes to protecting your income, your family and your future against both the unexpected and the inevitable. This is a great opportunity for us to explain your existing employee benefits to connect the dots to real life case studies maximising engagement and uptake. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme *FinWELL offer financial education, guidance, training and support but do not offer financial advice. |
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Getting On The Property Ladder
Join qualified and experienced professionals to understand how you can get onto the property ladder, navigate mortgages and what you need to consider. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme *FinWELL offer financial education, guidance, training and support but do not offer financial advice. |
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Mastering Your Mortgage
This is an ideal (and very topical) workshop for anyone concerned about the current interest rates and the impact on mortgages and the property ladder in general. Join industry experts to understand the current climate and what options are available to you. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme *FinWELL offer financial education, guidance, training and support but do not offer financial advice. |
FinWELL for Children and Parents
Join our experts to 'go back to school' and learn the basics around money and investing while also being able to then teach your children or grandchildren. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme *FinWELL offer financial education, guidance, training and support but do not offer financial advice. |
FinWELL for Apprentices & Young Adults
Join our experts to learn about basic money matters and what apprentices and young adults need to consider when starting out at the workplace and how to manage their money moving forwards. This is ideal as part of your company's on-boarding process or graduate/apprenticeship in-take. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme |
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Investing for your Future
Join qualified and experienced professionals to learn about the basics of investing in a new and engaging way. Join John Piercy who has over 30 years experience in financial services who will make investing simple empowering you to take control, make money start working harder for you and create the future you desire. This will cover getting investment ready, the basic options and the power of compounding with real life examples and case studies. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme *FinWELL offer financial education, guidance, training and support but do not offer financial advice. |
FinWELL for High Earners
Understanding your options when passing certain earning brackets could give you the opportunity to make your money work harder for you and also potentially save tax. This workshop looks at what employees and business owners need to consider when earning above 50k, 100k and 120k. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme *FinWELL offer financial education, guidance, training and support but do not offer financial advice. |
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Modern Retirement Planning
Join experienced professionals and industry leaders in this interactive session to understand pensions and how people are planning for and enjoying a more modern retirement. Join John Piercy who has over 30 years experience in financial services who will make pensions and retirement planning simple empowering you to take control, make money start working harder for you and create the future you desire. This will include real life case studies and examples empowering you to take action. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme *FinWELL offer financial education, guidance, training and support but do not offer financial advice. |
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Money & The Menopause
We're delighted to support employees and leadership teams by exploring the very real challenges created by the menopause and the additional financial anxiety, stress and pressure it can cause.
This includes a real life story from Tracey Louise who has experienced this personally and come through the other side. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme |
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FinWELL & Healthy Eating On A Budget
This workshop explores healthy eating that is affordable and also good for the planet with FinWELL Specialist Vanessa Sturman. Vanessa is a transformational health coach and award winning speaker having appeared on Sky News and a regular on LBC and BBC Radio. This workshop looks at ways to never diet again but to look at your decisions and habits when it comes to food and improve physical wellbeing without it (literally) costing the earth. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme |
FinWELL for MenWe appreciate and understand the specific pressures men face when it comes to financial wellbeing and the links to mental health.
This workshop brings leadership and employees together to explore the challenges and potential solutions in an engaging and interactive way. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme |
FinWELL for WomenJust like Men, Women also have unique challenges when it comes to their own financial wellbeing.
From the gender and pensions pay gap, interrupted work lives, living longer, fallout from divorce and general lack of confidence, this session is perfect for your employee network groups dedicated to Women. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme |
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FinWELL & Neurodiversity
Our understanding around Neurodivisity is improving and we understand the additional challenges it can bring when it comes to managing money and financial wellbeing.
We have specialist speakers who will share their own personal lived experience and explore ways to overcome obstacles and challenges. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme |
FinWELL, Diversity, Equity, Inclusion & Belonging
Diversity, equity, inclusion and belonging is at the top of many employers agenda's and rightly so.
This session explores the unique financial wellbeing challenges faced by different demographics, what we need to consider and what practical steps can be taken. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme |
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FinWELL, Gambling & Money Risks
This workshop looks at the various risks and dangers associated with money and practical things to consider to protect yourself, your colleagues and your family.
Join Emma Waller who is the founder of MoneyMinded, is an award-winning financial wellbeing consultant with extensive experience of supporting people to improve their financial knowledge, skills and behaviours and most notably co-authored the Martin Lewis book called “Your Money Matters.” 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme |
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FinWELL and the links to Financial Control, Domestic & Economic Abuse
We are seeing a huge increase when it comes to financial control, domestic and economic abuse affecting more and more employees.
We're delighted to therefore offer this focused workshop with Sharon Livermore MBE who is the founder of Domestic Abuse Education and is a domestic abuse survivor herself. This workshops gives you insights into why this is such an important area to consider within the workplace and shares a very personal story. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme |
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FinWELL, Bereavement, Grief, Trauma & LossBereavement, grief, trauma and/or loss will be experienced by most employees at some stage in their working life.
They can be challenging enough on their own let along the additional impact on both our mental and financial wellbeing. This dedicated workshop explores the challenges employees might face and some of the things we should consider to support our family, friends and colleagues. 60 mins | Unlimited Attendees | Interactive | Live Q&A | Recording Included | Create Your Personalised FinWELL Programme |
“Don't wait until tomorrow to sort out your financial wellbeing for unexpected life incidents. The session was very informative, it was perfect."
"It perfectly set the scene for what to expect on the future talks. I feel in this ever evolving world, such talks on stabling your emotions to finance (i.e. taking back control etc), are never more pertinent. I am hugely thankful for our employer for giving us support/information/understanding in such a great way from these engaging professionals so thank you very much for organising."
"I thought it was both informative & thought provoking. I see a big benefit in this for many of our younger colleagues as thinking back & rewinding say 25 years, I would have found it extremely beneficial & may be steered down a more structured, beneficial financial path than where I was meandering! With the follow up drilled down into the four groups with different specialists in those areas this should prove particularly interesting & beneficial to many."
"I found it really helpful. I made a note of the 50/30/20 rule and I’m definitely going to try and implement that! I would be really keen to have a 1-2-1 session if the opportunity ever came up."
"It perfectly set the scene for what to expect on the future talks. I feel in this ever evolving world, such talks on stabling your emotions to finance (i.e. taking back control etc), are never more pertinent. I am hugely thankful for our employer for giving us support/information/understanding in such a great way from these engaging professionals so thank you very much for organising."
"I thought it was both informative & thought provoking. I see a big benefit in this for many of our younger colleagues as thinking back & rewinding say 25 years, I would have found it extremely beneficial & may be steered down a more structured, beneficial financial path than where I was meandering! With the follow up drilled down into the four groups with different specialists in those areas this should prove particularly interesting & beneficial to many."
"I found it really helpful. I made a note of the 50/30/20 rule and I’m definitely going to try and implement that! I would be really keen to have a 1-2-1 session if the opportunity ever came up."
"I loved that the session was interactive. I felt relaxed about sharing some tips I have and also asked 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.”
“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.”
“The session was very informative especially the estate part. It was also great that they talked abut how important it is to have a Will in place.”
“This was an excellent presentation with plenty of interaction from the audience. All questions asked received an answer.”
“I learnt some things about my pension options and need to look after my finances better and be better prepared for the future”
“Good knowledge of pensions, very helpful.”
“I learnt some things about my pension options and need to look after my finances better and be better prepared for the future”
“Good knowledge of pensions, very helpful.”