Financial Wellbeing Workshops

83% of HR leaders are worried that employee financial concerns are currently hurting workplace productivity

  • (Morgan Stanley, 2025)

    • Employees worried about finances are seven times more likely to have issues with attendance compared to their financially secure peers

  • (CIPD Reward management survey, 2022)
    • .

    Poor mental health often rooted in financial stress is estimated to cost UK employers £51 - £56 billion annually in lost productivity and turnover

  • (Deloitte, 2025)

    • What Our Employer Partners Say

    "The most engaged benefit we've ever run."
    Re-gen Waste Ltd (Newry)
    “We wouldn't hesitate to recommend Chris to other organisations”
    Clarke (Ballymena)
    “We would highly recommend working with Chris as he is very approachable, knowledgeable, and genuinely committed to helping our employees.”
    Thompson Aero Seating (Portadown)

    Workshop Topics

    Mortgages

    • How much can you borrow ?
    • Deposit requirements and saving strategies
    • Government schemes (Co-Ownership, LISA)
    • Early repayment charges & Porting
    • How to take additional borrowing
    • Can you overpay & the difference it makes

    Pensions & Retirement planning

    • Understand your workplace pension
    • Defined benefit vs Defined contribution
    • Finding lost pensions
    • Consolidation benefits and risks
    • Retirement income planning
    • State pension

    Protection Planning

    • Types of insurance coverage
    • What is income protection ?
    • Critical Illness vs Income Protection
    • Critical Illness: quality vs cost
    • How much cover do i need ?
    • What is a life insurance trust ?

    Investing

    • Stocks, bonds, and funds explained
    • ISA advantages
    • Risk vs return understanding
    • Diversification strategies
    • Short vs long-term investing
    • Common investment mistakes

    Wills & Estate planning

    • What happens without a will
    • Executor responsibilities
    • Inheritance tax considerations
    • Guardian appointments
    • Marriage & divorce
    • Power of Attorney

    Flexible Delivery

    🏢

    On-Site Workshops

    • Convenient in-person sessions at your location
    • Interactive group discussions
    • Available across multiple times and days
    • Perfect for employee benefits programs
    💻

    Virtual Workshops

    • Join from anywhere
    • Live interactive sessions
    • Screen-sharing for demonstrations
    • Recordings available for attendees

    Both formats include: Optional 1-to-1 support and follow-up sessions

    We have been working with our employer partners across a number of years to provide ongoing support to their employees. Financial wellbeing isn't a one-time event and neither is our support.

    All sessions, group and individual at our cost.

    Request Workshop Information

    Group/Business enquiry

    Interested in arranging a workshop for your business?