Employee Financial Wellbeing

Motivating and retaining your employees is fundamental to the long-term success of your business. The wellbeing of employees is widely recognised as contributing significantly to the success of a business.

With Coronavirus currently having a huge impact on businesses and the way employees work, wellbeing at work has never been more important. Many employees will be under a huge amount of stress, especially around their finances and the future uncertainty we are facing.

These online financial wellbeing workshops have been developed to help employees understand their own current financial circumstances and empower them to make informed decisions regarding their finances now and in the future; helping to potentially reduce any financial stress.

At the core is four interactive workshops to engage your employees and allow them time to relate to their own situation. The 1-hour online workshops cover the different life and career stages, helping employees to consider their own circumstances and financial goals, highlighting and explaining the things they might encounter and the options open to them:

Capstone Financial offered our employees Financial Wellbeing workshops online during the COVID-19 lockdown and these were really well received by all. At Invosys we really focus on employee mental and physical wellbeing, but we struggled to find a company to offer the financial wellbeing element,...

Dan Fish | Chief People Officer, Invosys

All our financial wellbeing workshops are delivered by Capstone Financial advisers who have been on an in-depth accreditation process to ensure their expertise and ability to deliver engaging and interesting content.

The employee feedback we gather highlighting attendee numbers, subsequent follow-up meetings and individual comments can provide valuable MI with which to reinforce your commitment to employee wellbeing.

Key Areas Covered Include:

  • Budgeting and Understanding Money
  • Mortgages and Re-mortgaging - Getting onto and moving up the property ladder
  • Protection - Financially protecting your income, home and family in the event of death or serious illness
  • Savings & Investment Planning - Tax efficient ways to build future wealth
  • Existing Pension & Investment Reviews - Helping your plans to stay on track and you know your options
  • Retirement Planning - Assessing the income required in retirement or semi-retirement
  • Inheritance Tax and Family Wealth Planning - Ensuring your family’s wishes are carried out and assets are transferred through the generations tax-efficiently
St. James's Place Financial Wellbeing in the Workplace Brochure

Adobe Acrobat format, 1.21 MB

The St. James's Place Video on Financial Wellbeing

At Regis Mutual Management we value our people as our greatest asset and want to ensure we support them as best as we can in work and at home. Prior to coronavirus we were keen to offer financial wellbeing workshops to everyone but as lockdown happened, we felt this would unfortunately be delayed...

Helen Peckham | Head of Human Resources, Regis Mutual Management

Next steps

If you would like to discuss financial wellbeing workshops for your employees now or in the future then please contact us