1-1 financial GUIDANCE sessions

Give your teams access to 1-1 guidance sessions with FinWELL Specialists to establish and implement their personal financial goals.

FinWELL feedback

FinWELL’s 1-1 sessions are an integral part of our approach to improving financial wellbeing.

Dr Katie Godfree, Moorfields Eye Hospital NHS Trust

Training overview

1-1 FINANCIAL guidance on a global scale

1-1 Sessions are becoming a valuable employee benefit and can be part of a diverse and inclusive financial wellbeing strategy that is data driven, personalised and measurable.

​Your employees will be at very different stages of life and have a range of needs and learning styles. Having the opportunity to speak to a FinWELL Specialist can give them the confidence and reassurance to feel empowered and take the next step on their financial wellbeing journey.

They can ask questions around their areas of focus and be guided and signposted to relevant resources while also helping to achieve any FinWELL Goals they have set themselves.

Although FinWELL Specialists have a combination of industry experience and relevant qualifications, they do not sell, recommend, promote or endorse any regulated products, services or providers.

Our experience has shown that having access to 1-1 Financial Guidance sessions as part of a wider holistic programme with educational content and group workshops can offer the perfect balance.

Details

From £67.50 + VAT per 30 minute session | Online or In-person* | Delivered by a FinWELL Specialist | No Product Selling | Signposted to existing benefits | Cost Effective Credit System | Only pay for sessions utilised

*In-person sessions need to be part of our on site visits, half day or full day packages.

Training features

WHY ARE OUR 1-1 SESSIONS SO popular?

No products or
advice

We focus on education, training, guidance and support remaining completely impartial

Builds confidence and reassurance

Employees can ask questions in private and be signposted to trusted resources and existing employee benefits

Empowering Action

Helping employees set and achieve their personal FinWELL Goals

Cost-Effective

You can purchase 1-1 session ‘credits’ and only pay for what you need

 FAQs

  • FinWELL Specialists have a unique combination of industry qualifications and personal lived experience.

    Some of our specialists may have worked within the financial services sector with specific qualifications.

    They will all have been through our FinWELL Awareness and CPD Certified Champion Training so that they can answer your money related questions and help you achieve your personal FinWELL goals and challenges.

    It’s important to know that they will not be selling, promoting, endorsing or recommending any regulated products, services or providers and offer education and guidance with the ability to signpost to relevant resources and existing employee benefits.

  • This really ranges from session to session.

    Some people want to talk to our team about a specific issue, challenge or concern while others simply want to ensure what they are doing is the right thing.

    The same topics and themes seem to come up time and time again which is why we have created our twelve FinWELL Challenges to help them feel empowered to achieve them.

    This could be dealing with debt or getting better to budgeting through to building financial resilience, getting the most out of employee benefits or getting to grips with pensions.

    We have also developed additional challenges along life’s financial journey life such as parenting, neurodiversity, menopause, divorce, bereavement and many more.

    FinWELL Specialists are trained to take an empathetic and non judgemental approach empowering employees with the knowledge, understanding and confidence to take the next step for themselves.

    This can then include effective signposting to relevant resources and existing employee benefits.

  • No, not all employees are at the right stage of their FinWELL journey for a 1-1 session so will not want or need one.

    We’ve also learnt that the best way to maximise engagement and impact is to offer them one them once an employee has attended one of our group workshops.

    This gives them a chance to meet some of our team and understand what a 1-1 session is and if it is right for them.

  • Some employers have implemented FinWELL 1-1 Guidance Sessions into their onboarding process for graduates, apprentices, young adults and new recruits.

    Some use them as part of their hardship grant process and others identify those who may benefit from them once they have completed our FinWELL Money Score and Action Planning Tool.

    We can work with you and your teams to work out the best way for 1-1 sessions to add value.

#Financial wellbeing month

Get involved with this free campaign created to link financial wellbeing, mental health and suicide prevention for all workplaces. Sign your organisation up to Financial Wellbeing Month for free today.

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