Financial Wellbeing
Duration 2.5 hours
Team Staff Development

Covid-19 Response
This course will be run as an online webinar combined with self-directed learning. If a course date is available, please book a place below and we will be in touch approximately a week before the course will take place with details on how to take part.

 

Course overview

Money worries can be one of the single biggest causes of stress, impacting mental health and physical health if left unchecked. Therefore, as part of the wider wellbeing provision for staff, Staff Development are offering financial wellbeing courses facilitated by Nick Davies & Richard Ellis, local independent financial planning practitioners. This course will support individuals who are at different stages of their financial journey.

What we will cover

  • Budgeting & financial organisation
  • Building a financial plan
  • Protecting yourself and your wealth
  • Buying a home
  • Investing for the future
  • Tax planning


What to do before you attend: To be prepared for the workshop, it is advisable to know your University employment benefits, including which pension scheme you are member of, have a good handle on your assets, liabilities, income and expenditure (don’t worry, you won’t be asked to share this information during the session).

Who this course is aimed at: This is a course for those who may be at the beginning of their financial journey or those who are progressing well but wish to learn more to gain clarity and peace of mind for the future. Participants may be taking their first step on the property ladder, looking to protect their family, may wish to consider investments or looking forwards to planning for the future.

 

 

What you need to know
Location: This course will take place online, via Zoom. We will send your Zoom link 2-3 days before your appointment.

Cancellation fee: Your Division/Faculty will incur a £50 charge should you fail to attend on the day or cancel your place any later than three full working days before the course.

Sickness: If you are unable to attend the course due to sickness, please can you or a member of your team notify us by email (sd-course@bristol.ac.uk) as soon as possible on the day of the course, if not before.

Waiting list: Staff Development will operate a waiting list should this course become full. Because of this, places are non-transferable between colleagues.

How you book

Development courses should be discussed as part of a development plan agreed with your manager.

Each course will be open for bookings at 9 am on the day 8 weeks prior to the course date. If this date falls on a University closure day, the course will be released on the next working day.

Please note that if there are no course dates, we are in the process of planning and will update this page as they are scheduled. For any updates, please refer to our monthly Staff Development bulletins and our Staff Development Yammer group.

 

 

LocationStart DateAll DatesTimesPlaces AvailableTutorBook
Online09 Nov 202009 November 20202:00pm - 4:30pm0Add to Waiting List
Online17 Feb 202117 February 20219:30am - 12:00pm30Booking Open23-12-2020 09:00