Surrey Learn

Finances, Taking Control of Your - Online - FREE

Categories

Health and Wellbeing, Personal Effectiveness

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

Dates

No dates are currently scheduled for this course.

Join the waiting list