Financial Wellbeing: Talk Early, Get Free Advice
Included with TrainMeUK — no separate course purchase required.
Recognise how money worries affect work and health, spot risky borrowing and paid “debt help”, and know where to get free, regulated advice.
- Assign to
- Everyone, with a note for managers
- Duration
- 28 minutes
- Evidence
- 11-question quiz
- Your version
- Editable
What they will be able to do
- Explain how money worries affect health, sleep and safety at work.
- Recognise risky borrowing and misleading paid “debt help”.
- Know the free, regulated advice services.
- Raise money worries at work, and respond well if a colleague does.
The course
- 01Money and wellbeing
- 02Warning signs
- 03Free help
- 04Talking about it at work
The decision they practise
In the main activity, “Find the five warning signs”, learners spot the red flags in a realistic document and see the effect of each choice. In “Before the shift”, a face-to-face conversation, learners practise what to say and do when the other person pushes back. The wrong options are things a well-meaning person might genuinely say, and the feedback explains why each one is tempting. Short animations show “How it spirals”.
How you know they finished
The 11-question quiz mixes multiple choice and matching questions and returns to the opening story.
Relevant legislation and guidance
The course draws on these. Which ones apply depends on the organisation and the role. Finishing the course is a training record.
- Health and Safety at Work etc. Act 1974
- Management of Health and Safety at Work Regulations 1999
How this course is built
Interactive activity
Learners practise the decision in the course, including what to say when someone pushes back.
Edit it in the builder
On Growth and above, adapt the scenarios and wording to your own workplace, policies and reporting procedures.
A record they finished
The 11-question quiz closes the course, so you can show who completed it.
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