True Bearing

Financial Education Courses

Financial Wellbeing in the Workplace

At True Bearing, we offer a selection of comprehensive courses to equip and educate your employees on all aspects of Financial Education. We can deliver our Financial Education courses face to face at your business premises, at an external venue or remotely using MS Teams depending on your needs and preferences. If you are an employer, ensuring that you promote physical health and wellness to your staff members is an important responsibility. After all, healthy employees are happy employees. But, have you also considered how important their financial health is?

Financial issues are one of the biggest causes of stress, so make sure your employees are equipped with the knowledge and skills to successfully manage their own finances. Research has shown that 47% of employees who report feeling stressed over their finances miss work or are less engaged on the job due to financial stress [Council Post: A New Vision For Financial Wellness (forbes.com)]. By equipping your employees with the skills to manage their finances and understand how complex financial products work, you will be giving them the skills to improve their lives and wellbeing.

To find out more about our Financial Education workshops or to book your course, give our Business Development Manager, Maria Dabipi a call on 07545 834030, or fill out our contact form on the side of the page to request a call back.

What is Workplace Financial Education?

Workplace financial education is becoming a growing trend as employers discover the benefits it will have for them and their employees. Financial stress and worries can mean an employee is preoccupied and less focused at work. By promoting financial wellbeing at work, you can improve not only the lives of your employees, but increase workplace productivity at the same time.

We offer comprehensive financial education courses for your employees. Our interactive financial wellbeing programmes deliver a wealth of financial information which is designed to benefit and educate employers and employees alike.

By booking one of our courses, you and your staff will be able to benefit from the industry-leading expertise of True Bearing, a Chartered Independent Financial Advisory firm ranking among in the top 15% by qualifications in the UK.

To find out more about financial education workshops or to book your course, contact Maria Dabipi on 07545 834030, or fill out our contact form on the side of the page to request a call back.

How Our Financial Education Courses Work

The agenda for our Financial Education Courses is packed with relevant information to help your employees make sense of their finances. We can also tailor the content to your preferences, including creating content that allows you to use the workshops as an opportunity to highlight and promote your own Compensation and Benefits package.

Topics we will cover within the course include:

• Financial goals
• Attitude to risk
• Protecting your assets
• State pensions
• Occupational pensions
• Investments
• Debts including loans, overdrafts, credit and store cards

Feedback is taken from both employers and employees at every course, aiding our efforts to ensure that our sessions deliver the comprehensive, personalised and accessible advice that staff are looking for.

Why Work With True Bearing?

Your staff will be able to benefit from our many years of experience in the financial services industry. As a firm of Independent Financial Advisers we have advised thousands of clients about how to improve their finances, and in turn their lifestyles. As Chartered Financial Planners, we rank among the top 15% of Independent Financial Advisory firms by qualifications in the UK, with more than 500 years of collective experience within our team.

Our financial education courses are coordinated and led by our business development manager and financial education specialist Maria Dabipi. Each of our speakers are specialists in their chosen field, bringing a wealth of experience and industry knowledge to the workshops.