Financial Wellbeing in the Workplace: An Opportunity for Financial Advisers

About this webinar

This one-hour webinar presented by Jason Butler explores the what, why and how of Financial Wellbeing at work. It is rich with information about employment in current times, and with how-to information about helping business owners, employers and employees.

First, Jason explores the threat to businesses of financial ill-health. He then looks at the opportunities that lie in providing financial advice to different groups of people in the workplace and developing what will essentially be ‘clients of the future’.

There are links to further information and the e-books Jason mentions towards the end of the pdf download of slides and course notes.

Learning objectives

During this webinar you will:

  • Learn the five levels of financial wellbeing and the distinct challenges, needs and issues that affect people at each level
  • Gain an understanding of the link between mental health and money, and the impact that this can have on a business’s bottom line
  • Develop an awareness of the different ways that employers can support the financial wellbeing of their people
  • Receive practical advice and tips how you can incorporate workplace financial wellbeing support and services into your overall service proposition.


Join us on our forum for the Q&A about this webinar.


Download the slides & show notes used in this presentation here.


Here’s a list of resources Jason mentions in his video.