Workplace Financial Wellbeing Champions
The missing piece in your employee wellbeing provision - Online or in person one day training
Workplace Financial Champions
The missing piece in your employee wellbeing provision.
Money stresses can affect anyone - and can lead to serious wellbeing concerns.
Long term sick and early mortality caused by stress
Lack of sleep leading to safety concerns
Costly mistakes at work - potential disciplinary actions
Depression,
Anxiety &
Burnout
Financial worries have a knock-on effect on productivity, performance, team dynamic and your employee wellbeing and mental health.
A third of employees are living payday to payday
Money worries are a key area of concern for many right now. Employees are going into their workplaces every day with the stresses of everyday financial "stuff" following them around. That means that they're not focused 100% on work.
They're tired, because they're not sleeping well, and they're worried about the impact of the money concerns on them and their family.
But within the workplace we find it difficult to talk about these things. Which means that, so often, the help only comes when it is really too late.
Time is taken off as stress-induced ill health takes a grip. Debt support might be offered, but by then the stress has already taken hold.
Embarrassment, shame and fear of judgement - are all reasons why people don't open up about their financial concerns.
As experts in the financial sector, we know the difference employers can make when it comes to the financial wellbeing of their employees, without the need to keep increasing salaries.
Can you afford to ignore numbers like these?
Money worries
at work
70% of under 55’s say that money worries are affecting them at work.
Suicidal
thoughts
Over 400,000 people in the UK every year consider taking their own lives due to money worries.
Lacking in financial education
Half of all UK adults say they don’t feel confident with basic money management.
Our Vision & Mission:
At the Financial Wellbeing Academy, we want to eliminate financial stresses in the workplace, creating a culture where talking about money is not to be feared, by either employee or employer.
We know that the links between financial stresses and mental health issues are significant, so we encourage employers not to look at either one in isolation.
Our vision is to have at least one Workplace Financial Champion in every team, shift, office, building site, hospital ward, police & fire station, warehouse, factory and shop floor.
Because money worries are not confined to just a handful of people - and the sooner we can spot the signs and provide support, the more burnout, mental health issues, and long term financial stress we can avoid.
Eliminate the taboo that still surrounds money talk, and create a safe and confident financial future for everyone - including your business.
Create a positive money culture and maintain a happy, healthy workforce - reducing staff turnover, absenteeism and mental health issues.
Be an outstanding and innovative employer, and have Financial Champions in place.
A Financial Champion is a dedicated, trained person in the team, equipped to be the first port of call when it comes to financial worries - like a First Aider but for money stresses!
Champions will know the signs to look for, the things to listen out for, and then to be able to offer basic, but sound, support in helping colleagues deal with their money worries.
Whether that means sitting down and working out budgets together, being able to direct them to more specialist support, or simply being the person who your colleagues feel safe to say "I'm struggling" to, and who can then sit over a cuppa to create that immediate sense of relief.
Create a positive money culture and maintain a happy, healthy workforce - reducing staff turnover, absenteeism and mental health issues.
Be an outstanding and innovative employer and have Financial Champions in place!
A Financial Champion is a dedicated, trained person in the team, equipped to be the first port of call when it comes to financial worries- like a First Aider but for money stresses!
Champions who know the signs to look for, the things to listen out for, and then to be able to offer basic, but sound, support in helping colleagues deal with their money worries.
Whether that means sitting down and working out budgets together, being able to direct them to more specialist support, or simply being the person who your colleagues feel safe to say "I'm struggling" to, and who can then sit over a cuppa to create that immediate sense of relief.
INTRODUCING
Workplace Financial Champions
A dedicated training programme to help support employee financial wellbeing in the workplace
The Financial Champion course is a one-day training to help equip your nominated members of staff to support colleagues from the "shop floor" up.
Money worries are a significant cause of longer term stress, so by having an ear to the ground you can stay ahead of the game and give your teams the confidence that there's someone there who has their back.
This easily accessible one day course will give a solid foundation in gaining the skills to be that Financial Champion.
Suitable for businesses and organisations of all sizes.
Option 1 - Group Training
For organisations with larger numbers of staff, we can provide a dedicated training session, either online or in house. For group bookings, discounts may apply. Please submit your details below and we will be in touch.
Option 2 - Individual Delegates
Ideal for smaller organisations or for adding to your existing team of financial champions - our online training sessions run regularly - simply click below to book and pay for your staff to attend. From 1-16 attendees.
Option 3 - Training the Trainers
If your organisation prefers to deliver your own training, we can train your trainer in this vital area of employee wellbeing.
Please submit your details below and we will contact you to discuss the options.
We offer two options for trainees:
Delivered online, with no minimum number of delegates - Ideal for small and medium businesses who may not have a large workforce, or significant wellbeing budget.
Delivery in person, at your premises or other location arranged by you - this training can be incorporated into wellbeing weeks, awayday events, your annual conference or as a standalone training event.
Our team will deliver a day of training targeted at improving financial education, budgeting skills, signposting, and helping employees to handle financial matters with sensitivity and respect.
The training is engaging and interactive, with practical skills to take away.
No previous financial experience is needed - the training is designed for everyone to access.
At the end of the day your chosen Financial Champion will receive a physical and digital certificate - a physical certificate to display in your workplace to help assure your team members - and a digital certificate to showcase your commitment to employee wellbeing on your digital platforms!
We will provide regular updates based on changes in the economy, legislation etc that may impact your teams, so that your Financial Champions are always up to date.
The Financial Champion training incorporates:
Emotional and practical aspects of financial wellbeing and money management.
How to identify and navigate awkward or difficult money matters.
Basic debt support and where to go for additional help.
Foundational financial education and terminology.
Keeping track and avoiding overwhelm.
Budgeting skills - simple, sustainable and realistic.
Creating the right environment and a positive workplace culture.
Keeping the conversation going & ongoing needs of your teams.
Guidance on appropriate policy making within your organisation.
The Financial Champion initiative has been proudly created by Kim Uzzell, Chartered Fellow CISI and Founder of The Financial Wellbeing Academy.
With an investment and wealth management career spanning 35 years, coupled with almost 20 years’ experience in coaching, mentoring and teaching and decades of “real life” money stuff to deal with along the way, Kim left her regulated career during the Pandemic, to focus on supporting a wider number of people with recognising and effectively dealing with their financial stresses.
Regardless of age, salary bracket or geographic location, money worries can affect any one at any time - whether it’s the impact of rising interest rates or the effects of a relationship breakdown, Kim knows no one is immune.
All trainings are delivered either by Kim herself, or by associate coaches personally trained to Kim’s own high standards.
The Financial Champion initiative has been proudly created by Kim Uzzell, Founder of The Financial Wellbeing Academy.
With an investment and wealth management career spanning 35 years, coupled with almost 20 years’ experience in coaching, mentoring and teaching and decades of “real life” money stuff to deal with along the way, Kim left the regulated career during the Pandemic, to focus on supporting a wider number of people with recognising and effectively dealing with their financial stresses.
Regardless of age, salary bracket or geographic location, money worries can affect any one at any time - whether it’s the impact of rising interest rates or the effects of a relationship breakdown, Kim knows no one is immune.
All trainings are delivered either by Kim herself, or by associate coaches personally trained to Kim’s own high standards.
More reasons to consider enrolling onto the Financial Champions programme:
Cost Effective
Based on an affordable rate per delegate, and with discounts available for larger numbers, regardless of what you’ve already allocated your wellbeing budget to, this is not going to break the bank - and the ROI potential is significant.
Improving Workplace Culture
We spend such a large proportion of our time at work, and we don’t want to be replacing money stress at home with money stress at work. We discuss the ways in which you can create a culture of financial safety and security around money, with a goal of eliminating fear and judgement.
Impactful Beyond the Workplace
Financial confidence doesn’t just benefit people at work -
it leads to better conversations around money at home and in the community for the next generation to become financially resilient too - the ripple effect is huge!
More Effective than a Pay Increase
You may feel under pressure to raise salaries, but the reality is that this is often a quick fix, soon lost through increased spending. By supporting your staff in having a better relationship with their money, easier conversations and more effective money management, the pressure to provide extra money is reduced.
Effective early signposting to debt support or other specialist areas can mean a quicker resolution and sustainable reduction in money stresses.
No Conflict of Interest
Introducing Financial Champions does NOT take the place of your existing financial advice provision, if you have it.
Neither does it interfere with your other wellbeing or L&D provision.
Instead, this work enhances the work being done elsewhere - meaning you get an even better return on your investment and greater impact for your employees.
More reasons to consider enrolling for the Financial Champions programme:
Cost Effective
Based on an affordable rate per delegate, and with discounts available for larger numbers, regardless of what you’ve already allocated your wellbeing budget to, this is not going to break the bank - and the ROI potential is significant.
Improving Workplace Culture
We spend such a large proportion of our time at work, and we don’t want to be replacing money stress at home with money stress at work. We discuss the ways in which you can create a culture of financial safety and security around money, with a goal of eliminating fear and judgement.
Impactful Beyond the Workplace
Financial confidence doesn’t just benefit people at work -
it leads to better conversations around money at home and in the community for the next generation to become financially resilient too - the ripple effect is huge!
More Impactful than a Pay Increase
You may feel under pressure to raise salaries, but the reality is that this is often a quick fix, that is soon lost through increased spending. By supporting your staff in having a better relationship with their money, easier conversations and more effective money management, the need for extra money is reduced.
Effective signposting to debt support or other specialist areas can mean a quicker resolution and sustainable reduction in money stresses.
No Conflict of Interest
Introducing Financial Champions does not take the place of your existing financial advice provision, if you have it. Neither does it interfere with your other wellbeing or L&D provision.
Instead, this work enhances the work being done elsewhere - meaning you get an even better return and greater impact for your employees.
Join the Financial Champion programme today
1 day group training, either in person or online
Send from one or two delegates on the training, or arrange for a group to attend
We have several Online training dates available to book:
Thursday 21st March (Fully Booked)
Thursday 11th April
Thursday 9th May
Tuesday 25th June
Thursday 18th July
10:00-16:00
£160 per person.
If you wish to enrol more than 10 people on the training, prefer to pay via BACS or want to enquire about in person group training, please contact us via the methods below: