FinWell - Financial Wellbeing for Employees
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  • Home
  • Team
  • Cost of Living Workshop
  • Employers
  • Business Owners
  • Leadership Training
  • Diversity & Inclusion
  • Wellbeing Calendar
  • Cost of Living Guide
  • Testimonials
  • FAQ's
  • News
  • Partners
  • Contact
  • Join Our Team
  • Men, Mental Health & Money
  • Privacy
  • Free Content
  • FinWELL for SME's
  • Financial PAWA Plans
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YOUR CART

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FinWELL Training Topics & Themes


As part of your FinWELL package, we offer interactive group workshops that can be followed up with 1-1 guidance sessions covering a range of themes and topics along life’s financial journey.

This will enable you and your teams to understand and improve financial and mental wellbeing through education, guidance, support and advice.

Take a look at the various sessions below and contact us to discuss a corporate package.

Coming Soon - FinWELL Life Events, Neurodiversity, Bereavement, Divorce, Retirement, Empowering Women and High Earners.

Popular Training & Workshops


​The Cost of Living 'Crisis' or Challenge? 

Without doubt our most popular workshop giving you an opportunity to bring leadership and employees together to share challenges and solutions in an interactive and engaging way.

This can be delivered online or face-to-face depending on availability and location. 
More Info

Financial & Mental Health Awareness

This is your opportunity to upskill your Leadership, Management, HR & Wellbeing Team, Champions and Mental Health First Aiders.

Looking at spotting the signs, encouraging empathetic conversations, effective signposting, neurodiversity and financial abuse within your teams. 
More Info

Financial Abuse Specialist Training

With an increase in the identification of cases of financial abuse and coercive control, there has never been a greater need to protect those who sadly fall victim to it.

​HR Managers, Wellbeing Leads, Champions & Mental Health First Aiders are perfectly placed to help support employees through this traumatic journey.

Additional Topics & Themes

What is 'Financial Wellbeing' and how to improve yours in four simple steps?

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Session Details:

Interactive Online Group Workshop (corporate clients) | 45 mins | Q&A 


This session covers:
  • What is financial wellbeing, the links to mental wellbeing and the impact of a poor relationship with money?
  • How to establish your Financial PAWA Plan including your (P)ersonal Money score, your (A)reas of focus, (W)hat are the next steps and how to take (A)ction.
  • Top Tips on the 5 key stages along life's financial journey
  • Ask questions and be signposted to relevant resources.
  • Access to professional advice if relevant and required.

What People Say?

“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."

Money Management and coping with the Cost of Living Crisis

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Session Details:

Online | 45 mins | No paperwork required | No need to divulge personal information | Q&A


​This interactive session covers:
  • What are the current cost of living challenges?
  • What are the potential solutions?
  • How to take back your Financial PAWA?
  • Getting to grips with debt
  • The secrets to effective budgeting
  • The 50/30/20 Rule and splitting your monthly money between NEEDS, WANTS and the FUTURE YOU
  • Building an Emergency Fund​

What People Say?

"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.”

How to protect your income and family against the uncertain or unexpected?

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​Session Details:

Online | 45 mins | No paperwork required | No need to divulge personal information


This session covers:
  • How to protect against losing your income
  • Protect your family income against serious illness or death
  • Why getting a will is so important and why do so many people not have one?
  • Access to professional advice if relevant and required

What People Say?

“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.”

Making your money work harder for you and the importance of a
​Future Income Plan (FIP)

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​Session Details:

Online or Face to Face (corporate clients) | 45 mins | No paperwork required | No need to divulge personal information


This session covers:
  • The basics around investment options including pensions, investment ISA’s and even digital currencies
  • How to utilise your annual allowances to save tax for your future you
  • The secrets of long-term compounding
  • Understanding your ‘magic’ numbers
  • The get rich slow guide to success
  • Access to professional advice if relevant and required

What People Say?

“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 n
eed to look after my finances better and be better prepared for the future”

“Good knowledge of pensions, very helpful.”

Getting onto the property ladder and make mortgages work for you?

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Session Details:

Online | 45 mins | No paperwork required | No need to divulge personal information


​This session covers:
  • What are the options available?
  • How much might you actually need to save?
  • What are the key things to consider?
  • Access to professional advice if relevant and required

Money Matters for Parents & Children - How to invest for your children/grandchildren and give them the best start in life?

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​Session Details:

Online or Face to Face
(corporate clients) | 45 mins | No paperwork required | No need to divulge personal information

This session covers:
  • Good habits around money matters for parents to learn and also teach their children
  • What are Junior ISA’s?
  • Can under 18’s actually start a pension plan?
  • How to invest money and also help the environment?
  • Access to professional advice if relevant and required


How to plan for key life events such as education fees, weddings or later life?

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​Session Details:

Online or Face to Face
(corporate clients) | 45 mins | No paperwork required | No need to divulge personal information

This session covers:
  • The secret to goal based investing
  • What options are available
  • DIY v Professional Advice
  • Access to professional advice if relevant and required

FinWELL for High Earners - How to reduce tax, utilise annual allowances and make your money work harder as a higher earner (50k-120k+)

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​Session Details:

Online or Face to Face
(corporate clients) | 45 mins | No paperwork required | No need to divulge personal information

This session covers:
  • What most higher earners don’t know and aren’t doing to save tax and invest in their future
  • Are you paying too much tax?
  • Are you unknowingly over-paying into a pension and potentially liable for a tax bill
  • How can you utilise your annual tax allowances, reliefs and exemptions?
  • Access to professional advice if relevant and required

How to plan for a modern retirement, maximise income while making it last?

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Session Details:

Online or Face to Face
(corporate clients) | 45 mins | No paperwork required | No need to divulge personal information

​This session covers:
  • What most people don’t know about legislation changes for pension freedoms and retirement options?
  • How can you utilise all the tools available to you?
  • Understanding how to make what you’ve built up last as long as you need it and even pass it on to your family?
  • Access to professional advice if relevant and required

How to protect an inheritance for your family and pass it on tax-efficiently?

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Session Details:

Online | 45 mins | No paperwork required | No need to divulge personal information


​This session covers:
  • What most people don’t know about Inheritance Tax and Wills
  • How to avoid an unnecessary tax bill on a potential inheritance
  • How to ensure your loved ones don’t have an unnecessary tax bill on an inheritance you’d like to leave them
  • Access to professional advice if relevant and required

​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 financial 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 partner providers.
FINWELL TRAINING LTD
COMPANY NUMBER: 14126502

PRIVACY NOTICE
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