Financial Wellbeing Workshops
Practical financial education and one-to-one support for employees across Northern Ireland.
Free for employers and employees, with workshops delivered on-site or online.
Trusted by Northern Ireland employers including Re-Gen Waste, Clarke and Thompson Aero Seating.
How Financial Wellbeing Support Works
A simple way to bring practical financial education into the workplace, with optional individual support available for employees.
Group Workshop
Employees attend an interactive financial wellbeing session covering practical financial topics, with the opportunity to ask questions.
One-to-One Meetings
Afterwards, employees can choose to book a confidential meeting to discuss their own circumstances with an Independent Financial Adviser.
Follow-Up Support
Employees can access further support where required, rather than the workshop being a one-off presentation.
No cost to your business or employees
Group workshops, optional one-to-one meetings and follow-up support are free for the business and its employees. How is this free?
Financial Wellbeing Workshop Topics
Sessions can cover the full range of financial planning topics or focus on individual areas depending on what is most relevant to your employees.
Mortgages
- How much can you borrow?
- Deposit requirements and saving strategies
- Help to buy: Co-Ownership and the Lifetime ISA
- Moving home: early repayment charges and taking your mortgage with you
- Borrowing more on your mortgage
- Overpaying your mortgage and how much it saves
Pensions & Retirement Planning
- Understand your workplace pension
- Final salary vs defined contribution pensions
- Finding lost pensions
- Combining pensions: benefits and risks
- Retirement income planning
- The State Pension
Protection Planning
- Types of insurance coverage
- What is income protection?
- Critical illness vs income protection
- Comparing critical illness policies
- How much cover do I need?
- What is a life insurance trust?
Investing
- Stocks, bonds and funds explained
- How ISAs work
- Understanding risk and return
- Spreading your investments
- 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
Relevant at Every Stage of an Employee's Financial Journey
Financial priorities change throughout working life. Workshops cover topics that can be relevant across different ages, circumstances and stages of financial life.
Starting Out
Mortgages, saving, pensions and understanding the financial decisions that come earlier in working life.
Family & Career
Mortgages, protection, investing, wills and pension planning as responsibilities and financial goals develop.
Approaching Retirement
Pensions, investments, retirement income, wills and estate planning as retirement gets closer.
Designed Around Your Workplace
Choose the format and topics that work best for your employees.
On-Site Workshops
Delivered at your workplace across Northern Ireland, with interactive group discussion and employee questions.
Online Workshops
Live online sessions are available where this better suits your workforce.
Tailored Content
Sessions can cover the full range of workshop topics or focus on specific areas most relevant to your employees.
Flexible Scheduling
Workshop delivery and optional one-to-one support can be arranged around your workplace and employee availability.
Independent Financial Guidance for Your Employees
Workshops are delivered by an Independent Financial Adviser and are designed to provide practical, jargon-free financial education employees can use in real life. Where an employee needs help with their individual circumstances, they also have the opportunity to access confidential one-to-one support. Unlike many existing benefits, it's local, face to face and relevant to each person.
Independent
Independent financial advice with access to solutions from across the market.
Practical
Focused on the financial decisions employees actually face throughout working life.
Personal
Optional confidential one-to-one support for employees who want individual guidance.
Ongoing
Follow-up support is available so financial wellbeing does not have to be a one-off event.
Trusted by Northern Ireland Employers
Re-Gen Waste | Clarke | Thompson Aero Seating
"The most engaged benefit we've ever run."Re-Gen Waste Ltd (Newry)
Financial Wellbeing Workshops Across Northern Ireland
Anderson Wealth works with employers across Northern Ireland to provide on-site financial wellbeing workshops and individual employee support. Existing employer partners include organisations in Newry, Ballymena, Portadown and Antrim, with workshops available to businesses throughout Northern Ireland.
Book an Intro CallFinancial Wellbeing Workshop FAQs
No. Group workshops, optional one-to-one employee meetings and follow-up support are provided at no cost to the employer or employee.
Yes. Sessions can cover the full range of workshop topics or focus on the areas most relevant to your workforce, including mortgages, pensions and retirement planning, protection, investing, and wills and estate planning.
Employees can choose to access optional one-to-one support after the group session, with follow-up support available where required.
Yes. Individual employee discussions are confidential and are not shared with the employer.
Your staff get face-to-face access to an independent adviser and a confidential place to take their money questions, and the business gets a valued benefit without adding to its costs. Most people simply want a few questions answered or some general guidance. Where an employee chooses to take full financial advice, Anderson Wealth Management may receive a fee or commission, and they will always know the cost before agreeing to anything. There is no obligation to take any further advice.
Yes. On-site financial wellbeing workshops are available for employers across Northern Ireland, with live virtual sessions also available.
Yes. I work with employer partners over time and can provide follow-up workshops and employee support rather than treating financial wellbeing as a one-off event.
Interested in Financial Wellbeing Support for Your Employees?
Book a 15-minute introductory call to discuss your workforce, what you're looking for and how the sessions work.
Book an Intro CallPrefer to get in touch another way? Contact us here.