Financial Wellbeing Employee Assistance Program
Financial stress is one of the biggest drivers of anxiety at work. But what if you could change that — giving your employees the confidence to take control of their money, their mindset, and their future? Our financial wellbeing EAP is designed to do exactly that — reducing stress, sharpening focus, and improving attendance. If you're an HR Director looking to elevate your benefits offer, that's when we can help. Scroll down to find out more.
Empower Your Employees with Financial Wellbeing
The Hidden Cost of Financial Stress in the Workplace
Financial concerns don’t stay at home — they follow employees into the office. According to research by the CIPD, money worries are linked to lower productivity, reduced job satisfaction, and higher levels of presenteeism and absenteeism.
Some of the common signs you may notice:
- Decline in focus or productivity due to money-related stress.
- Employees reluctant to discuss financial struggles or seek help.
- Mental health challenges linked to poor financial confidence.
- High performers showing signs of burnout, overwhelm, or disengagement.
Here’s what your employees may not be saying out loud:
💬 “I feel guilty spending money but don’t know why.”
💬 “I’m too embarrassed to talk about finances with my line manager or HR.”
💬 “I earn a good salary, but I feel out of control with money.”
💬 “I don’t know how to start planning for the future.”
These are not one-off comments — they’re recurring concerns HR teams hear every day.
A Practical, Empathetic Solution
Financial Wellbeing Workshops
At Transform, we’ve developed a corporate financial wellbeing program designed specifically to help employees manage their relationship with money — not just their bank accounts.
Led by a qualified financial planner and certified life coach, our sessions combine emotional insight with practical strategy, helping your team build confidence, clarity, and control over their finances.
The Program: Five Core Sessions
Each workshop is designed to spark reflection, build skills, and support behaviour change:
- Understand Your Money Habits: Explore how early experiences shape current behaviours and start building healthier, values-aligned financial habits.
- Have Better Money Conversations: Learn how to approach sensitive conversations about money with partners, parents, or employers — without conflict or confusion.
- Feel Confident Talking About Money: Develop the language and self-assurance to talk about money more openly, and ask for the support needed.
- Live the Life You Want: Connect finances to life goals — helping employees use money as a tool for choice, freedom, and fulfilment.
- Improve Overall Financial Wellbeing: Build personalised strategies to increase financial resilience, manage risk, and feel more in control.
These workshops are ideal for employees across all levels — but particularly valuable for senior staff, high-pressure roles, or life-stage transitions such as returning from leave, preparing for retirement, or navigating personal change.
Benefits for HR Directors and the Business
Introducing a financial wellbeing employee assistance program isn’t just good for people — it makes good business sense. By demonstrating your commitment to holistic wellbeing, you can attract and retain top talent by showing that your culture supports the whole person, not just the job title.
By offering our solution, you can:
✔ Enhance Your Employee Benefits Offering
Stand out in a competitive talent market by offering more than just pensions and perks — provide real, personal value.
✔ Support Mental Health and Resilience
Alleviate one of the biggest contributors to poor mental health: financial uncertainty.
✔ Improve Engagement and Productivity
Help employees bring their full selves to work — focused, energised, and mentally present.
✔ Position HR as Strategic and Empathetic
Deliver a solution that enhances your reputation as a forward-thinking HR leader focused on long-term impact.
How It Works
Our Financial Wellbeing EAP is designed around your organisation’s requirements:
✅ Tailored Content
We adapt each session to your company culture, employee demographic, and current wellbeing strategy — ensuring relevance and engagement.
✅ Flexible Delivery
Workshops can be delivered on-site or virtually, in group sessions or smaller formats, depending on your team’s needs and schedule.
✅ Follow-On Support
Employees who attend the workshops and wish to explore our personalised financial planning can access discretionary discounts on our individual services.
This ensures that support continues beyond the sessions — empowering employees to take real steps toward financial clarity.
Why Choose Transform?
Led by a Financial Planner
Shadi Kirk, our lead coach, is a Certified Financial Planner, NLP Practitioner, and Life Coach with a unique ability to support emotional wellbeing and technical confidence. She blends insight, compassion, and experience to help employees feel heard — and make changes that last.
More Than a Lunch-and-Learn
This isn’t a generic PowerPoint and a worksheet. It’s a guided, reflective, action-oriented programme that encourages real transformation.
Trusted by Professionals and High-Earners
Our services are already used by senior professionals and business owners across Scotland. We bring that same expertise to your team — in a format that fits your culture.
0%
of our clients think that working with us has helped or will help them achieve their financial goals.
0%
of our clients said they were satisfied that we understand their needs, objectives and goals.
0%
of our clients would recommend us to their friends or family – and all said they have done so already!
FAQs
Can sessions be tailored to specific groups (e.g. senior leaders or new parents)?
Yes. We can offer themed sessions tailored by career stage or life event.
How many employees can attend a session?
We recommend a group size of 8–30 for maximum interactivity, but formats can be adapted for larger groups or short keynote-style delivery.
Is this a regulated financial service?
These sessions are educational and coaching-led. Regulated financial advice is available as a follow-on option for employees on a discretionary basis.
Ready to Build a Financially Resilient Workforce?
If your employees are experiencing financial stress — or you want to proactively support their wellbeing — now is the time to act.
Book a 30-minute discovery call with our team and we’ll talk through your goals, outline the programme, and explore how it can integrate with your current benefits offer.
We also help people who are...
Transform Financial Planning (FP) is a trading style of Bridge Investments Partners Ltd. Bridge Investments Partners Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register https://register.fca.org.uk/ under reference no. 608975.
Registered in Scotland. Company Number: SC456760. Registered Address: 19 Monktonhall Place, Musselburgh, Scotland, EH21 6RR.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Regulations, levels and bases of taxation are subject to change. The value of your investment can go down as well as up and you may not get back the full amount you invested.
The Financial Conduct Authority does not regulate Inheritance Tax Planning, Business Planning, Will Writing, Taxation and Trust Advice. The firm is not responsible for the content of external links. The content is aimed at UK residents or residents of MiFID countries. See our Website Terms of Use.
Making a Complaint
If you wish to register a complaint, please email hello@transformfp.com or write to us at Transform FP, Compliance Officer, 129-131 Comely Bank Road, Edinburgh, EH4 1BH UK, or telephone us on 0131 315 222.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
Production