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Financial Planning and Wellbeing Training Courses

The financial planning and wellbeing services provided through Being Well Together are organised by Mercer Marsh Benefits.

What is it? 

Through Being Well Together, the Mercer Marsh Benefits Workplace Education Team delivers support to employees, regardless of their career stage or financial position. They provide financial and pre-retirement training and guidance, through workshops, clinics and digital engagement at a specially discounted rate. 

Who is it for?

Our financial planning and wellbeing workshops and training are aimed at all types of workers, regardless of their career stage or financial position. Staff can select the education most relevant to their specific circumstances. 

Why choose us?

  • Through Being Well Together we offer specially discounted rates with Mercer Marsh Benefits for their financial planning and wellbeing services. 
  • Mercer Marsh Benefits listen to you and build personalised solutions based on their understanding of your needs, your business and your workforce. 
  • They can help you to create an education program to improve employee wellbeing and lessen the people risks that can have a significant impact on your business. 
  • Staff can learn how to improve their finances at any career stage 
  • Puts your staff in a position to deal positively with unpredictable events. 
  • Provides your staff with their own impartial, expert friend - enabling them to be informed, make better financial decisions and thrive. And when they thrive, your business thrives. 

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  • Planning Your Retirement: Retirement Lifestyle

    Planning Your Retirement: Retirement Lifestyle

    This e-learning course helps your employees to build a detailed picture of their best retirement, and by doing so helps them engage with the often complex and far-reaching decisions that they will need to make around their finances.

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    Where can I take it?

    Online - instant access Learn more

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    £75.00(exc. VAT)

  • Workshop: Financial Detox

    Workshop: Financial Detox

    With the cost of living increase, there’s no better time for your staff to take this brand new Financial Detox Workshop. This workshop is designed specifically to help your employees save money during these tough times. We are confident that your staff will save hundreds of pounds when they follow through on the actions they learn during this Financial Detox workshop. 

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    Where can I take it?

    In your workplace Learn more
  • Workshop: Planning For Your Future

    Workshop: Planning For Your Future

    Suggested age –50+ yrs

    Pension freedom means that effective financial planning has never been more important. This workshop takes a more focused look at the big financial issues prior to, during, and after retirement. We walk your employees through the same process a financial planner would, to give them a sense of how much they can do for themselves, whilst simultaneously dispelling some of the myths that can hurt us financially.

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    Where can I take it?

    In your workplace Learn more
  • Being Better With Money: Early Career Financial Education

    Being Better With Money: Early Career Financial Education

    Essentials of managing money & basic financial plans, buying your first home, budgeting, saving and much more.

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    Where can I take it?

    Online - instant access Learn more

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    £45.00(exc. VAT)

  • Making the Most of Your Money: Mid-Career Financial Education

    Making the Most of Your Money: Mid-Career Financial Education

    Helping you construct a realistic and effective financial plan to manage your incomings and outgoings as well as to improve your money habits and financial understanding.

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    Where can I take it?

    Online - instant access Learn more

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    £60.00(exc. VAT)

  • Workshop: Being Better with Money

    Workshop: Being Better with Money

    Suggested age – up to 30yrs

    This workshop will give your employees the opportunity to discover how to manage their income and outgoings effectively, improve their money habits, and to construct a realistic financial plan for the short, medium, and longer term.

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    Where can I take it?

    In your workplace Learn more