financial plan

Financial Well-Being Workshop

Everyone can benefit from financial well-being.

Life can upset anyone’s plans. A person can be earning a decent salary, then something happens and money becomes a problem. Money worries can lead to sleeplessness, stress, anxiety and mental health problems. This is distressing, not only for the individual, but also for their organisation.

There’s still a stigma about debt, so people often don’t want to discuss it. They might not even admit it’s a problem. This means they don’t seek help and the debt can get worse. This financial stress can cause serious consequences in the workplace.

For every £1 million an organisation spends on payroll, there is an estimated four percent loss in productivity due to poor employee financial well-being (Barclays, 2014).

Financial stress costs the UK economy £120.7 billion and 17.5 million hours were lost due to absence from financial stress (Neyber, 2016).

Seventy per cent of the UK workforce admit to wasting a fifth of their time at work worrying about their finances (Neyber, 2016).

How can you promote financial well-being in your organisation?

Providing workshops on money management allows individuals to discuss money with others without being singled out. As an employer you are providing a personal development opportunity that can give your people the confidence they need to take control of their money. It can also highlight what help is available and where to get it, without them having to ask.

Advantages of Financial Well-Being:

For Your People:

  • Better financial health
  • Better mental health
  • More informed about available help
  • Feel valued

For Your Workplace:

  • Fewer staff absences
  • More productivity
  • Improved morale
  • Higher staff retention

Every workplace should help their people avoid financial crisis and experience better mental health as a result. My Financial Well-Being Workshop has been designed to do just that. I can run the session onsite or at another location, whichever is more convenient for you and your team.

The Financial Well-Being Workshop covers:

  • Your relationship with money
  • Spending plan options
  • Saving tips
  • Mortgages and using credit
  • Investments and pensions
  • Helpful sites and organisations

Half-day Financial Well-being Workshop: Cost per delegate: £129. Maximum number of delegates: 12.

Want to learn more?

I’d love to discuss how we could work together to help your people improve their financial well-being. Get in touch to arrange a chat.