In the Workplace

Why Financial Wellbeing Matters in the Workplace

From over 30 years experience helping people from all walks of life take control of their finances, we know that financial peace of mind is foundational to workplace wellbeing and productivity. However, many working adults face significant hurdles:

Money worries impacting productivity: Growing numbers of UK employees report that money worries directly impact their productivity, focus, and motivation at work.
Links to mental health: There is a complex link between money and mental health. With increasing focus on supporting mental wellbeing and neurodiversity in the workplaces, comes an opportunity to integrate financial wellbeing support.
Lack of guidance: Many employees, particularly those in their early careers, struggle with budgeting on starter salaries, understanding payslips, and navigating unmanageable debt. There are many ‘teachable money moments’ in people’s working lives where well-timed financial education can add value for both employees and employers.

Our Approach

As part of our charitable mission, we partner with employers to reach adults with meaningful Financial Wellbeing where they spend much of their daily lives, their place of work. We deliver engaging, non-judgmental workshops and webinars in all different types of workplaces up and down the UK.

Expert Delivery: Our UK-based consultants deliver impartial serssions without selling products or giving individual advice.
Workshop Packages: We offer a flexible range of face-to-face and virtual interactive sessions and can help you run either a package (with 10% discount available when booking 3 or more sessions) or stand-alone sessions, to suit your organisation’s needs.
Variable Formats: We offer interactive sessions to suit any organisation.
- Face-to-face Workshops: Best for up to 20 attendees to maximise interactivity
- Virtual Webinars: Ideal for larger groups of up to 100.
Tangible Resources: All attendees get a copy of our comprehensive Money Manual, full of actionable tips.

Take a look at our Workshops Guide for more information.

Topics We Cover

Sessions cover everything from The Fundamentals of Financial Wellbeing to specialised Spotlight Sessions on Pensions, Savings, and Money Safety.

Fundamentals of Financial Wellbeing

Our flagship session and a great place for employees to start their Financial Wellbeing journey. This 90 minute session covers topics such as: financial resilience and the cost of living, budgeting and keeping track, credit, borrowing and debt, savings and investments, making your money go further and how to access free, credible support. We also offer a condensed (1 hour) and extended (2 hour) version.

Financial Wellbeing for Early Careers

Version of the Fundamentals of Financial Wellbeing session, with a focus on the money issues facing young adults (18-25) who may be new to the workplace including young apprentices. Topics include how to budget on a starter/apprentice wage, housing costs, accessing discounts and financial support plus tips to make your money go further.

Women and Money

A tailored version of our Fundamentals session that reflects the unique challenges and circumstances of women in relation to their money and financial wellbeing.

Budgeting and Keeping Track

Put simply, budgeting is about creating a plan for how to spend your money. It helps you make sound financial decisions, be more financially resilient and in control of your money. It can also help you stay focused on your money goals. This interactive workshop introduces a range of budgeting tools and tips on how to keep track of your spending.

Credit & Borrowing

With so many credit products on offer, it can be difficult to know how to make the best choices. This interactive session will give you the information you need to make decisions about borrowing and how to access support for existing debt. There will also be shared tips for improving / building your credit rating.

Saving & Investing

Saving is arguably one of the most important financial habits you can adopt, protecting you from future financial shocks and helping you achieve your financial goals. This 1-hour interactive session outlines the options for both saving and investing, including the importance of pensions and how to get financial advice.

Pensions

Whether you are just starting out at work, or nearing retirement, making decisions about your pension options is not always straightforward. This 1-hour interactive session aims to help you understand the issues and shares tips and tools to help you plan for the future. Also available as a 2 hour session

Wills & Future Planning

This 1-hour interactive session is designed to help people recognise the importance of making a Will and planning financial affairs for later life.

Our Relationship with Money

Our relationship with money is complex, and influenced by a range of factors including our past experiences, our personal values, economics and our mental and physical health. This 1-hour session is designed to help you better understand this relationship and take practical steps to improving it.

Money Safety

Online scamming and identity theft are now more common than ever. Scammers are incredibly sophisticated and it really can happen to anyone. This 1-hour interactive session is designed to help you understand how to keep your money and identity safe.

Money Mentoring Programme in the Workplace

This 4-part course has been designed to help customer-facing staff, employees, peers or volunteers have an informed conversation about money with the people they support. The course is made up of 4 x 3-hour sessions (available virtually or face-to-face) and is suitable for up to 20 people.

Bespoke Session

Want to cover a structure a session for your employees that isn't listed? Get in touch to discuss and we can design a bespoke session to meet your brief.

Get in touch

Our Pricing

Duration

Webinar price

(up to 100 attendees)**

Face-to-face workshop price*

(up to 20 attendees)**

1 hour (or less)

£750

£900

1.5 hours

£900

£1,050

2 hours

£1,050

£1,200

*discounts available if multiple bookings on same day

**large group surcharge £100 per workshop (over 20 for face-to-face, or over 100 for virtual)

Attendees rate our sessions 4.6 out of 5

95% would recommend us to others

9 in 10 attendees plan to take action after our sessions

Our Impact

Approached The Money Charity due to our diverse delivery experience and face-to-face model. The target audience was mainly early careers employees who work within manufacturing, not in office based roles, so on-site workshops were run to maximise impact for these groups as well as online webinars/resources. The Money Charity delivered a series of face-to-face workshops focusing on the importance of budgeting, being smart with housing costs, fully understanding payslips, spotting scams, and where to find support if experiencing unmanageable debt (a growing trend in young adults across the UK). Attendees commented on how these sessions were delivered in both an “informative” and “engaging” manner, particularly appreciating the group activities incorporated within them.

Large Drinks Manufacturer

Over a number of years The Money Charity has delivered sessions to employees of a leading civil engineering company, with a focus on improving knowledge and awareness around pensions and helping employees prepare for their financial futures. Through collaboration with this employer we have incorporated information on their workplace pension into our sessions, providing employees with a full overview of their pensions and options in portacabins and online to suit the working patterns of the audience. This has opened up conversations about money leading to a more holistic programme of workshops being scheduled to broaden the support and learning for colleagues around money.

Civil Engineering Company

Many of our long-standing partners are charities committed to support their staff, as well as their beneficiaries, with financial wellbeing. We offer a 10% discount on all our workplace sessions run for employees of charity organisations, and can run fully-funded sessions for service users.

"It was a great session, well paced by the consultant who did a fantastic job presenting and answering questions!" — Workshop Attendee

Large UK Charity