Financial Wellbeing: Money Management
Tackling your team’s money worries makes sense. More than a quarter of millennials say financial stress affects their job performance and made them feel physically ill and depressed. Nearly half of employees have financial concerns, causing them to lose an average of six productive work days annually. (Northwestern Mutual Report, 2017). Learn the nuts and bolts of personal finance practices in this 60 minute financial wellbeing workshop. Learn about:
- Effective budgeting
- Save money each month
- Demystify ISAs and saving plans
- Contribute to a pension
- Common pitfalls : debt, emergency savings and keeping up with the Joneses
“All of it was so helpful, especially the 50-30-20% rule regarding how much you spend on needs-wants-savings. I made loads of notes!”
Webinar attendee, Ladbible
Financial Wellbeing: Creating a Positive Money Mindset
Does the thought of your finances fill you with dread? Would you rather bury your head in the sand than face your money matters? In this 60 minute financial wellbeing coaching workshop, we invite you to reframe your attitude and create a positive money mindset that will leave you feeling empowered to take control of your personal finances. Learn how to:
- Remove limiting beliefs
- Let go of inherited attitudes towards money
- Set achievable financial goals
- Be responsible and take control of your finances with confidence and power.
How our financial wellbeing workshops work:
Duration: 60 minutes.
Capacity: Up to 100 people virtually.
Logistics: You’ll be sent an exclusive link to the workshop, which will be streamed via Zoom (or your preferred webinar platform).
Your facilitator: An ex-chartered accountant, who is now an experienced financial coach, personal finance mentor and author.
Please note these workshops are designed to educate rather than advise participants on financial choices. This coaching is never based on selling or recommending any financial product or service. Rather it’s about giving people the tools to think differently about money and help them make their own decisions.
“Financial Wellbeing was really well received. It was nice that people felt comfortable enough to talk about their own experiences with money and their mindsets – I think the exercise really helped with that. We especially liked the fact that it wasn’t intrusive or presented as a lecture. People are still talking about it which is great!”
Group HR Director, Talbot Underwriting
1:1 Financial Coaching
Completely confidential and personalised 1:1 financial coaching for your staff. A popular add-on to the workshops above, these personal sessions allow your employees to talk through their financial concerns with an experienced financial coach. From arguing over finances with your partner to investment advice, no money topic is off limits in these 30 minute sessions.
This coaching is never based on selling or recommending any financial product or service. Rather it’s about giving people the tools to help them make their own decisions.
How it works:
Duration: Each session is 30 minutes. We book in blocks of x6 30 min 1:1 sessions.
Your coach: An ex-chartered accountant, who is now an experienced financial coach, personal finance mentor and author.
Requirements: These are delivered virtually via Zoom or Teams.