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General Financial Wellbeing
Seminars & Courses


Our seminars and courses on general financial wellbeing in the workplace are designed for any member of staff from new starters to those approaching retirement. These courses are made bespoke for your organisation and can even focus on requested topics from your employees. 

Financial Wellbeing Workshops

When arranging these sessions, we welcome suggestions for topics. If your unsure what financial topics will be most beneficial, we can tailor an online survey made specifically for your organisation to help understand the needs of your employees. Potential topics include:

  • Personal Budgeting
  • Saving & Investments
  • Mortgages
  • Banks & Building Societies 
  • Debt Management
  • Understanding Tax
  • Reducing your Outgoings