Money Matters

Talking about financial wellbeing

Do you wish you knew more about personal finance? Would you like
support with concerns about money, or simply want to know where to go for good advice? More than half of all adults feel uncomfortable talking about money. In this 11-minute podcast, Dee Ruan shares practical ideas to encourage safe, supportive conversations about personal finance in the workplace. Dee is Financial Wellbeing Programmes Manager for The Money Charity, which provides education and training in financial capability.

Summary of learning messages

• Establish your mandate for improving financial wellbeing
  What is your remit and how will you implement your support plan?

• Give clear signposts to credible, reliable sources of support
  Research which professional bodies and charities you want to use and how to promote them

• Encourage conversations about money in safe workplace spaces
  A safe place at work where people can talk about money, opens the door to support.

Explore other resources about:

• Personal Effectiveness
• Managing Performance & Productivity
• Culture & Wellbeing

Discover other relevant resources related to these topic areas:

• Asking for help
• Communication skills
• Difficult conversations
• Empathy
• Ethical Culture
• Feeling stressed?
• Financial wellbeing
• Kindness
• Listening skills
• Mental wellbeing
• Providing emotional support
• Stress management
• Trust
• Wellbeing

Exclusive to WATCH & GO^®

What do your people need help with? Maybe it's a 'tricky conversation' with a member of their team; perhaps they need to contribute more effectively to remote meetings; or maybe they're seeking support for their next performance review... whether they are a manager or not, and whatever work scenario they face, our resources enable them to do it better.

WATCH & GO^® resources are Scott Bradbury's digital learning support tools designed to improve your people's performance and wellbeing at work.

With dozens of short videos, podcasts and interactive activities, and bespoke curated Learning Pathways for you to use as you wish, this is a treasure trove of valuable tips, phrases, techniques and models your organisation can make available immediately, to everyone, for a simple corporate-wide subscription. Topics covered include management and leadership, communication and teamwork, culture and wellbeing, and personal effectiveness.