Financial Planning & Wellbeing Workshops

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 our Being Well Together Team 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 our Being Well Together Team on 0208 600 1000 or email [email protected].

Topic/action specific workshops and courses

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