ONGOING FINANCIAL WELLBEING SUPPORT

Post Event Resource Packs

Financial education shouldn’t end when a workshop or webinar finishes.

That’s why our post-event resource packs give attendees the tools, information and practical guidance they need to put what they’ve learned into action.

Designed to complement our financial wellbeing workshops and webinars, each pack brings together relevant resources in one convenient place, helping employees revisit key topics, build their knowledge and take positive steps towards improving their financial wellbeing.

Post Event Packs: What's Included

Copy of the slides

A complete copy of all presentation slides from the attended workshop.

FREE 1-2-1

All attendees are entitled to a FREE 30 minute 1-2-1 meeting with a highly experienced Money Guide or FCA regulated Financial Adviser.

Useful links

A catalogue of useful links to various website, information sheets and pension tracing tools.

Feedback

The opportunity to leave feedback about the event they attended, including content, presenter and expectations.

ONGOING FINANCIAL WELLBEING SUPPORT

POST EVENT RESOURCE PACKS

Supporting employees beyond the workshop

Financial wellbeing is an ongoing journey. Giving employees access to relevant information after a session can help reinforce learning, encourage positive financial habits and provide a useful reference point when questions arise.

Our improved resource packs also give employers another way to demonstrate their commitment to employee financial wellbeing, extending the value of their investment in financial education.

That’s why our post-event resource packs are tailored to the subject of each workshop or webinar.

Whether employees have attended a Money Mindset session, explored the foundations of personal financial planning or started preparing for retirement, they’ll have access to relevant information to help them take their learning further.