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Financial Wellbeing E-Learning Courses

Provided by our partner Mercer Marsh Benefits, all of our Financial Wellbeing e-learning courses are interactive, fun and educational. Helping your employees get in control of their finances, manage their money better, and plan for their futures. We also offer tailored workshops and training, which Mercer Marsh Benefits deliver to workplaces throughout the UK. All subjects and topics can be delivered both online and onsite.

Find further information on workshops, training and consultancy packages here.

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

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  • Planning Your Retirement: Retirement Lifestyle

    Planning Your Retirement: Retirement Lifestyle

    In the new world of freedom brought about by the abolition of the Default Retirement Age and rapid change to pension regulations and options, it has never been more important for your employees to take control of their plans for later life. The meaning of retirement has fundamentally changed and for many it will be the first ever opportunity to write their own job description. With that freedom though comes the risk of not making the most of the opportunity, or even acting in a way that’s detrimental.

    This e-learning course helps your employees to build a detailed picture of their best retirement, and by doing so helps them engage with the often complex and far-reaching decisions that they will need to make around their finances.

    This course gives your employees the opportunity to:

    • Look at the lifestyle and financial aspects of retirement at basic and in-depth levels
    • Discover different paths and levels of detail depending on level of interest and the number of years left to retirement
    • Delve into a continuous plan to develop and build upon.

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    Where can I take it?

    Online - instant access Learn more

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    £75.00(exc. VAT)

  • Making the Most of Your Money: Mid-Career Financial Education

    Making the Most of Your Money: Mid-Career Financial Education

    Helping you construct a realistic and effective financial plan to manage your incomings and outgoings as well as to improve your money habits and financial understanding.

    As our lives and careers progress with time, as do our finances, and our financial priorities. Whether it’s understanding the bigger picture of our financial needs, focusing on mortgages or home improvements, enhancing savings and investments, or supporting dependents. This e-learning course provides your employees with information, awareness of good practice, and a structure to empower your employees to take control of their financial situation. Your employees will discover how to:

     

    • Understand "best practice" around each element of their finances
    • Identify their priorities
    • Build plans to help them achieve their financial objectives.

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    Where can I take it?

    Online - instant access Learn more

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    £60.00(exc. VAT)

  • Being Better With Money: Early Career Financial Education

    Being Better With Money: Early Career Financial Education

    Essentials of managing money & basic financial plans, buying your first home, budgeting, saving and much more.

    Equip your employees with the tools to build an understanding in five key areas of finance: debt and finance; budgeting; buying a home; financial protection; savings and pensions.

    The course acts as an introduction to essential concepts, strategies and information, helping employees to:

    • Understand their finances better
    • Build good money habits
    • Be better prepared for big financial events.

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    Where can I take it?

    Online - instant access Learn more

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    £45.00(exc. VAT)