Financial Wellbeing – Financial Planning Support for Employees

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