• Create valued, happier and healthier teams – people are less anxious and overwhelmed by financial worries.
• Increase productivity and improve retention – Effective financial wellbeing impacts business performance, leading to an improvement in productivity as staff are less distracted by money worries.
• Attract better talent – Employees are now looking at how employers manage wellbeing when considering careers/job choices.

What we can offer

1. Workshops/webinars – we can talk to your people about lots of different financial themes including:

• What is financial wellbeing?
• Money and mental health
• Budgeting and future planning
• Savings and investments
• Borrowing, credit and dealing with debt
• Understanding pension basics
• Wills and later life
• Home ownership
• Financial sustainability and energy efficiency in the home

2. Financial wellbeing content – we design financial wellbeing content and training for wellbeing hubs/apps, websites, eLearning platforms and educational resources to meet the needs of your colleagues and clients. We’ve even written books! We develop content and training across many diverse UK and global sectors including:

• Corporate settings
• Voluntary and third sector organisations
• Community groups
• Public sector organisations

3. Money Mentor Training – Our flagship Money Mentor training programme equips wellbeing champions, money mentors or social prescribers with the knowledge and skills to be able to provide appropriate informal, effective money guidance to the people that they support. The aim of this programme is to ensure that your wellbeing advocates are skilled and confident in delivering credible money guidance to customers, colleagues or service users with relevant, up to date money knowledge and support. It is designed to help people who have no formal training in personal finance.

4. Financial Coaching – As qualified financial coaches we can also provide people with the opportunity to explore their financial goals, helping to support people make informed financial decisions that can inspire and energise them to get back on track with their financial health and wellbeing.

Price: POA