Finances, Taking Control of Your - Online - FREE

Pathway

Personal and Financial Wellbeing

Audience

Employees in their 20s to 50s navigating financial responsibilities.

This 90-minute interactive session empowers employees to take a more strategic approach to their money - helping them make informed financial decisions at a pivotal stage in life, whether they’re managing debt, raising a family, paying off a mortgage, or starting to plan for retirement, this course provides practical tools for greater financial control.

Duration

1.5 hours

Delegate rate

FREE

Understand your payslip – Income tax, National Insurance, and deductions
Get a financial snapshot – Learn to budget effectively and assess spending habits
Manage debt confidently – Understand different types of borrowing and how to improve credit scores
Plan for the future – Explore workplace and State Pension options and check if pensions are on track
Explore savings & investment basics – Build knowledge of tax-efficient saving and investment risk

Personal taxation, allowances, and benefits
Budgeting and reviewing outgoings
Borrowing and credit management
Savings strategy for short, medium and long-term goals
Pension planning and retirement options

15 July 2025 at 09:30

Delivered online. You must attend all the sessions.

Please note you will be expected to use your camera and display your name on all training. If unable to comply, please ensure the trainer understands why and notes your name and authority for recording attendance.

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