Background Image
Posted By Ryan Oates
22/05/2024

Financial Wellbeing – Financial Planning Support for Employees


 

AT A GLANCE
CHALLENGES

Providing staff with information on Financial Wellbeing and Education

BENEFITS
  • Staff were provided with tools and an action plan to improve their Financial Wellbeing
  • Our presentation had the highest attendance of all activities in the company that week
  • Several employees contacted us afterwards seeking further information 
OUTCOME

By offering this support to their employees, the company will benefit from increased in staff motivation.

 

Click here for other Case Studies

OVERVIEW

A large regional firm of solicitors were running a Wellbeing Week for their staff to ensure they were supporting employees.

Much of the content for the week was focused on physical and mental wellbeing – which was great. However, they also wanted to provide staff with further information and education on Financial Wellbeing, which is not something they had offered in the past. 

OBJECTIVES

  • Provide a virtual presentation, via Microsoft Teams, to staff on:
    • What is Financial Wellbeing
    • Why budgeting is important
    • Methods on how to save
    • Managing debt
    • Financial tips
  • The presentation was to be recorded and shared with staff who were unable to attend

HOW WE HELPED

  • Prior to the planned presentation, we created an online form via which staff could ask finance related questions anonymously. These questions were then addressed at the end of presentation
  • Delivered a 20-minute presentation via Teams
  • Gave staff the opportunity to ask questions after the presentation
  • Provided the recording and our contact details for staff to follow up afterwards 
Back to News