Commercial Workshops

With organisations increasingly being asked to included financial capability within their wellbeing offering, The Money Charity, the UK’s leading financial capability charity, represents a credible and impartial solution. We deliver workplace training to support employees in achieving positive financial wellbeing and are now working with clients across a wide range of commercial sectors including retail, manufacturing, construction, financial services, education and many more.

All our workshops/webinars are independent and delivered by our team of financial capability consultants throughout the UK. Attendees will never be offered financial products or services during or after our workshops.

“…I went into the course thinking I was terrible with money. I felt embarrassed that I frequently ran out of money…even though I would monitor my account…I was still somehow losing track and ending up short.

“Fast forward four months and things couldn’t be more different. I have a budget which I stick to every month and monitor all my outgoings – AND I ENJOY IT!”

Our current offer includes:

2-Hour Financial Wellbeing Workshop – A great way for an employer to start the financial wellbeing journey and gain additional insight into the needs of employees. In addition to our engaging content, we can also incorporate specific information about any available employee benefits to help people make better use of the benefits available to them, including pensions, discounts, and insurance products.

Modular Workshops – Employers can choose from a variety of 1-hour modules to address the unique needs of their workforce, including budgeting, understanding tax and payslips, dealing with debt, savings and investments, and Wills.

Retirement & Pensions Workshop – Available in a 1-, 2- or 3-hour format, this workshop enables employees to think about the life they want in retirement, making sense of topics such as auto-enrolment, pension consolidation, managing pension contributions, and budgeting to maximise their pension.

Many of our workshops can be delivered as webinars or abbreviated sessions (e.g. lunch and learn) and we can tailor the sessions to meet specific needs and/or to include any specific benefits.

By choosing The Money Charity as your financial wellbeing provider, you will not only be delivering your employee or service users a high-quality learning experience but you also enable us to deliver our work in the community, including financial wellbeing programmes for vulnerable groups and young people.

If you’d like to make a booking, find out more, or have any questions, please don’t hesitate to get in touch with us on hello@themoneycharity.org.uk or 0207 062 8933.