Financial Wellbeing Fortnight 2024

UNISON College’s Financial Wellbeing Fortnight 2024 runs from Monday 11 November – Friday 22 November.

It is a two week series of sessions designed to help increase confidence with money management, understand debt and improve financial literacy.

Register for sessions

 

Week 1

UNISON membership offers a wide range of benefits and support on top of work-related matters that are trade unions’ bread and butter. This webinar delves into the different ways UNISON membership can help you secure deals on shopping, holidays and much more and how to apply for financial assistance and support from UNISON’s charity.

The webinar is open for everyone, both members and potential members, and covers the following:

• UNISON Living and member benefit offers
• There for You charity
• Free learning with UNISON College
• UNISON campaigning on cost of living policies.

This webinar is delivered on Teams, and it will be recorded.

 

PayPlan (Unison Debt line) is one of the largest FREE debt advice and solutions providers in the UK. Every year they support over 180,000 new clients with their finances, helping them to explore the range of different debt solutions that are available and providing guidance around the most appropriate for individual circumstances. Support is available over phone and a range of digital options including email, live chat and WhatsApp.  
 
This session will provide attendees with insight to the support Unison members can expect to receive when contacting Unison debt line, the options available for support and the solutions to resolve debt issues.  The session will also explore member case studies and referral options that members can be provided with. 

 

Quilter Financial Advisers, the trusted financial advice partner of UNISON, are a leading financial business, whose purpose is to help you achieve your aspirations through expert financial planning. 

They are delivering this free webinar, to help you make the most of your money and secure your financial future. One of their expert financial advisers will be explaining: 

• The principles of investing.
• Inflation is the enemy
• Build a nest-egg tax-efficiently, for yourself or your children and grandchildren.

 

Quilter Financial Advisers, the trusted financial advice partner of UNISON, are a leading financial business, whose purpose is to help you achieve your aspirations through expert financial planning. 

This free webinar will help you understand how to secure the income you need for your comfortable retirement. One of their expert financial advisers will help you learn: 

• How your pensions work, including the state and workplace pensions
• When you can take your pensions and how much you can expect to receive
• Your options for accessing any additional pension savings, including from previous employers
• Ways you may be able to increase your income
• Tax considerations, including your tax-free lump sum
• Countering inflation: will your income keep its value in real terms?

 

Do you need support understanding your pay?

This session will help you with everything from tax codes to guidance checking your deductions and entitlements.

Whatever your age, it is never too early to get savvy about your payslip or learn to ask your boss the right questions.

• Understand the features of a payslip.
• Identify how this will apply to your context

We know finances and payslips can be challenging and complex topics, but it’s important to get as much understanding and control as possible.

 

Week 2

Quilter Financial Advisers, the trusted financial partner of UNISON, are the leading financial business, whose purpose is to help you achieve your aspirations through expert financial planning. 

This free webinar, presented by one of their expert financial advisers, will help the “The mortgage market right now” and explain:  

• Re-mortgaging 

• Moving home 

• Further advances 

• Why you should review your mortgage regularly  

• Schemes that can enable you to buy a home  

• Why using a mortgage adviser could save you ££££

Quilter Financial Advisers, the trusted financial advice partner of UNISON, are a leading financial business, whose purpose is to help you achieve your aspirations through expert financial planning. 

This free webinar will help you understand how to secure the income you need for your comfortable retirement. One of their expert financial advisers will help you learn: 

• How your pensions work, including the state and workplace pensions
• When you can take your pensions and how much you can expect to receive
• Your options for accessing any additional pension savings, including from previous employers
• Ways you may be able to increase your income
• Tax considerations, including your tax-free lump sum
• Countering inflation: will your income keep its value in real terms?

This webinar is specially tailored for our women members and the financial challenges they face throughout their lives. The session will be run by the Money Charity, an independent and impartial charity, who have been helping people from all walks of life to take control of their finances, become financially capable and achieve Financial wellbeing.  

• Understanding the Financial Challenges Women face throughout their lives 

• Common Money Myths about Women and Money 

• Financial Resilience and the Cost of Living Crisis 

• Budgeting and Keeping Track 

• Credit, Borrowing and Understanding your Credit Score 

• Where to Access Support for Debt  

• Savings and Investments  

• Introduction to Organisations offering free, Credible Support and Information. 

This workshop is specially tailored for members who want to be more confident with money and financial management. The session will be run by UNISON College and  

By completing this workshop, you will know how to:

• Identify which money spending personality you are closest to.

• Manage your income and expenditure better, using an Excel spreadsheet to calculate

both income and expenditures.

• Set up your own personal budgeting spreadsheet.

• Understand budget management and identification of debt.

•  Know how to get support from your local Union Learning Rep (ULR).

• Recognise how ‘lunch & learn’ activities can help you.

This workshop, created and delivered by UNISON, is designed to provide ways in which you can make your groceries go further. How to avoid waste, save money and provide for your family in a more cost-effective way. As well as providing tips and tricks to enable you to do this we will also be providing you with a selection of family friendly recipes to take away with you.