Financial Wellbeing Workshops & Webinars

in partnership with MUNNY

Why Financial Wellbeing?

Stagnating wages, increased housing costs, inflation - we live in a financially daunting time. More than ever, people need to be informed and aware.

Financial guidance isn’t taught in school, and money problems can cause serious issues—even affecting mental health.

Health Assured in partnership with Munny believe that financial empowerment should be accessible to all.

Through a comprehensive range of educational programs, workshops, and resources, we aim to equip individuals with the knowledge, skills, and tools necessary to make informed financial decisions and take control of their financial wellbeing.

The team is comprised of highly qualified financial advisers with extensive expertise across various disciplines.

With a minimum of 15 years of experience in the financial services industry, this bring a wealth of knowledge and practical insights to the table.

All our training programs are CPD Certified, ensuring that our clients receive high-quality and up-to-date educational content.

Whether delivered online or in-person, our training sessions are designed to be interactive, practical, and impactful.

We address a range of core financial topics, empowering participants with the tools and insights to make smarter money choices and achieve financial wellbeing.

Organizations can enhance the financial wellbeing of their employees or members, contributing to a more financially resilient and empowered workforce or community.

Together, we can foster a culture of financial literacy, confidence, and responsible money management.

 

Benefits to your People

Your people will

✔️ Be better prepared to make financial decisions
✔️ Be more financially resilient and confident
✔️ Be less stressed or worried about their financial situation
✔️ Be signposted to ongoing support and/or advice should they need it
✔️ Have an increased understanding of managing their money in real world settings
✔️ Be Financially Empowered

As an employer in today's fast-paced world, it is essential to equip your employees with the necessary
tools to thrive. While perks like free coffee, gym access, and recreational areas have become common
expectations, there is a growing demand for more meaningful benefits that truly empower individuals.

That's where we come in. Our service offers you a comprehensive "benefit in a box" solution that
focuses on financial empowerment. We believe that financial well-being is a crucial aspect of overall
employee well-being, and by providing your people with the tools and knowledge they need to navigate
their finances, you can make a tangible difference in their lives.


Additionally, as a result of our post workshop Munny Challenge; 63% of participants have now started
saving regularly and 76% of participants reduced their outgoings by reviewing their monthly
expenditure.


Below is a list of all of the workshops & webinars we can support you with to empower your people.

 

Our webinars & workshops

Financial Empowerment & Wellbeing

Our financial empowerment and wellbeing webinar gives a great introduction to each of our core areas of focus. Providing simple jargon & myth busting advice, hints and tips to help any individual navigate their financial decisions better informed. The webinar covers; earning, saving, spending, borrowing, credit reports, pensions, investments, insurance and debt solutions.

WEBINAR TIME
60 mins or 120 mins

IN PERSON WORKSHOP

3 hrs

 

Household Budgeting

In this comprehensive webinar, we will focus on three key aspects of financial management: earning, saving, and spending. We understand the challenges faced by individuals who are starting out financially, as well as the unique considerations of parents and families. Through interactive discussions and expert guidance, we aim to equip you with the knowledge and skills to successfully navigate your household budget.

WEBINAR TIME
60 mins or 120 mins

IN PERSON WORKSHOP

2 hrs

 

Credit & Borrowing

Join us for an insightful and comprehensive webinar that explores the world of credit, loans, mortgages, and the property buying process. Designed to cater to individuals starting out financially or those preparing to embark on the property ladder, this webinar provides valuable guidance on improving your credit rating, understanding borrowing options, and navigating the complexities of purchasing a property.

WEBINAR TIME
60 mins or 120 mins

IN PERSON WORKSHOP

2 hrs

 

Insurance & Protection

Join us for an enlightening webinar that demystifies the complexities of insurance and empowers you to make informed decisions when it comes to protecting yourself, your family, and your belongings. Designed to cater to individuals starting out financially, as well as parents and families, this webinar aims to bust the myths and jargon surrounding insurance, boosting attendees’ confidence when shopping for coverage.

WEBINAR TIME
60 mins or 120 mins

IN PERSON WORKSHOP

2 hrs

 

Financial Future

In this dynamic webinar, we will dive into the world of pensions, investments, and mapping out your financial future. Our expert speakers will guide attendees through the intricacies of pension schemes, investment vehicles, and retirement planning strategies. We will help you calculate the amount you’ll need to retire comfortably and provide actionable steps to achieve your financial goals. Whether you’re just starting out financially or seeking to strengthen your investment knowledge, this webinar will equip you with the tools and understanding to make informed decisions.

WEBINAR TIME
60 mins or 120 mins

IN PERSON WORKSHOP

2 hrs

 

Debt Solutions

In this thought-provoking webinar, we will delve into the multifaceted aspects of struggling with money, unraveling its causes, understanding its effects, and identifying effective solutions. Our experienced presenters will shed light on common financial challenges faced by individuals and families, and provide valuable insights on how to navigate through them. Through candid discussions and real-life examples, we will explore preventative measures to avoid falling into the debt trap, as well as actionable solutions for those already burdened by financial challenges.

WEBINAR TIME
60 mins or 120 mins

IN PERSON WORKSHOP

2 hrs

 

Cost of Living Crisis

This webinar helps attendees to understand the reason our world is getting more expensive. We discuss all of the factors behind the current cost of living crisis and enable individuals to have informed conversations about the economy. Particularly useful for those starting out financially, parents, families and those keen to deepen their understanding of the UK economy.

WEBINAR TIME
60 mins or 120 mins

IN PERSON WORKSHOP

2 hrs

 

Cyber Safe

This webinar focuses on practical tips to keep your money and identity safe online. Attendee’s will leave the room being able to keep their family safe from online scams and attacks. Particularly useful for those starting out financially, parents, families and those keen to improve their online skills. This webinar welcomes participants from all backgrounds, irrespective of their level of online expertise. Whether you’re a beginner or have some experience with online safety, our experts will provide valuable insights suitable for individuals seeking to keep their money and identity safe in the digital realm.

WEBINAR TIME
60 mins or 120 mins

IN PERSON WORKSHOP

2 hrs

 

How to Contact Us

For more information on all of the above workshops & webinars, please contact the team:
Tel: 0800 756 0893
Email: [email protected]


Contact your dedicated Relationship Manager (if applicable)

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