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Financial Wellbeing Workshops

Tailored workshops are provided by our partners, Mercer Marsh Benefits, and can be delivered to workplaces throughout the UK. All subjects and topics can be delivered both online and onsite.

These financial wellbeing workshops are far from just delivering information. They help your employees feel motivated to identify challenges they may have and take action to remedy them. Your employees will be given a workbook on the day to take away which will help provide a structure to explore the key elements of their financial position and plans for the future. The workbook includes useful references for after the event too, as well as individual action plans.

All workshops are informal and interactive, where employees are encouraged to share their thoughts and ideas, and ask questions, for the benefit of the group as a whole.

Please see the list of available workshops and training below, and do bear in mind that they can also be tailored to your organisation’s specific requirements. For more information on bespoke workshops, contact your Support Manager on 0208 600 1000 or email [email protected]

 

Financial Wellbeing Clinic

For employees that require a non-advised finance discussion, they can attend a clinic held by our partners Mercer Marsh Benefits. During these sessions, our expert can help your employees with any financial decision they wish to discuss. These sessions can be delivered face-to-face or over the phone. For more information call your Support Manager on 0208 600 1000 or email [email protected].

 

Topic/action specific workshops and courses

Other subjects include pensions, higher earner considerations, financial fitness challenge, scams and fraud awareness, pre-retirement, retirement planning, redundancy, estate planning, and the financial advice market. To find out more about these services, please contact your Support Manager on 0208 600 1000 or email [email protected]

Being Well Together Supporters receive discounted access to all our financial wellbeing courses. 

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  • Workshop: Planning For Your Future

    Workshop: Planning For Your Future

    Suggested age –50+ yrs

    Pension freedom means that effective financial planning has never been more important. This workshop takes a more focused look at the big financial issues prior to, during, and after retirement. We walk your employees through the same process a financial planner would, to give them a sense of how much they can do for themselves, whilst simultaneously dispelling some of the myths that can hurt us financially.

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    Where can I take it?

    In your workplace Learn more
  • Workshop: Making the Most of Your Money

    Workshop: Making the Most of Your Money

    Suggested age – 30-49yrs

    “He who fails to plan is planning to fail” – Winston Churchill

    This workshop gives your employees the opportunity to discover how to construct a realistic financial plan for the short, medium and longer term. 

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    Where can I take it?

    In your workplace Learn more
  • Workshop: Being Better with Money

    Workshop: Being Better with Money

    Suggested age – up to 30yrs

    This workshop will give your employees the opportunity to discover how to manage their income and outgoings effectively, improve their money habits, and to construct a realistic financial plan for the short, medium, and longer term.

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    Where can I take it?

    In your workplace Learn more