Financial Education

Financial Education

Educational workshops and resources to aid staff, from early to late career.

Financial Education Workshops

The past 18 months may have highlighted the importance of financial wellbeing. As we negotiate our way out of the pandemic and reflect on the financial impacts it may have had, we have put together a new programme of financial wellbeing webinars under the theme of ‘Your Financial Survival Guide’ covering various topics to help you ensure your finances are in order and ready for whatever lies ahead.

The following webinars are now available for you to book onto:

 

1. Savings & Investments (8th October, 9.30am - 10.30am)

To provide you with information in order to make the most of savings and investments.

Book your place here.

2. Understanding Tax (8th October, 11am - 12pm)

Find out about the different types of tax which may affect you.

Book your place here.

3. Money Management (8th October, 2pm - 3pm)

To help you understand the importance of budgeting and how to get the most out of your money.

Book your place here.

4. Avoid Pension Pitfalls (3rd November & 9th December, 2pm - 3.30pm)

Aimed at higher earners who want to maximise their pension options and awareness of tax limits.

Book your place here.

5. Your guided tour to the UK finance system (3rd November & 9th December, 9.30am - 10.30am)

Provides an overview of the UK finance and tax system.

Book your place here.

6. Set Your Finances Alight (3rd November & 9th December, 11am - 12pm)

An interactive webinar to help you make the most of your money.

Book your place here.

7. Navigate your retirement savings for UCRSS members (8th November, 9.30am - 10.30am)

To help you to understand the UCRSS and make the most of your contributions and benefits of membership.

Book your place here.

8. Navigate your retirement savings for members of TP, LGPS and USS and NHS schemes (8th November, 11am)

To help you understand your Defined Benefit scheme (Final Salary and Career Average), how to increase your pension income and other benefits of membership.

Book your place here.

9. Route to Retirement (8th Nov, 2pm - 3.30pm)

To help you to identify a financial plan as you approach retirement and consider your available income options.

Book your place here.

Recordings will be available so you can go back and check on what was covered. Financial guidance and/or advise is available for those who would like a follow up call.

Please also check out Lifechoice site https://www.uol-lifechoice.co.uk/ with lots of information to help you on a range of topics.