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 the impact of Coronavirus having had 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 or face-to-face employee 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 to 1.5 hour 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.

 

Financial Wellbeing Sessions

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.

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

Landing - Book consultation

  • Book a no obligation
    initial consultation

Here are some of the companies we have worked with over the past 18 months:-

Companies we have delivered Financial Wellbeing to

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, which would be of great value to the team and the company to allow people to focus on the things that matter. It wasn’t simply a one size fits all training, Capstone identified four key stages and offered tailored content depending on people’s financial needs and requirements. Capstone were professional and the employees found the workshops engaging and very useful. Would highly recommend any company to offer this, and the icing on the cake was that there is no cost involved.

Dan Fish, Chief People Officer
Invosys

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. Capstone Financial were brilliant at adapting the workshops to an online environment, meaning we could offer this crucial support to our team at a time when they probably needed it most. I would highly recommend the free financial wellbeing workshops and I know these have been greatly received by everyone who attended. Capstone have also offered 1-2-1 consultations afterwards so additional support is being given if needed.

Helen Peckham, Head of Human Resources
Regis Mutual Management

Debbie Newman
Debbie Newman

Financial Adviser

bolton
Alan Worthington
Alan Worthington

Financial Adviser

bolton
Tom Aitkenhead
Tom Aitkenhead

Financial Adviser

bolton
Steve James
Steve James

Financial Adviser

bolton
Scott Howarth-Pash
Scott Howarth-Pash

Financial Adviser

glossop
Joshua Jones
Joshua Jones

Financial Adviser

altrincham