Financial Education
Educational webinars and resources to aid staff, from early to late career.
Financial Education Webinars
To support you with your financial wellbeing during these financially challenging times, the following programme of financial wellbeing webinars will help you ensure your finances are in order and ready for the times ahead.
Presentation slides will be available so you can review what was covered. Financial guidance and/or advice is available for those who would like a follow up call.
| Session Name | Webinar Date | Start Time | End Time |
| Guided tour of UK finance system | March 20th, 2024 | 13:00 | 14:00 |
| Maximise your Pension Tax Allowances | March 20th, 2024 | 14:30 | 15:30 |
| April 15th, 2024 | 09:30 | 10:30 | |
| April 15th, 2024 | 11:00 | 12:00 | |
| April 24th, 2024 | 13:00 | 14:00 | |
| April 24th, 2024 | 14:30 | 15:30 | |
| May 1st, 2024 | 09:30 | 10:30 | |
| May 1st, 2024 | 11:00 | 12:00 | |
| Route to retirement | May 13th, 2024 | 09:30 | 11:00 |
| May 20th, 2024 | 13:00 | 14:00 |
| Session Name | Webinar Date & Start Time |
|
Coping with the cost of living: (60 mins) With the cost of living rising please join us for a session that explores ways to cut back on spending and energy use. |
Every Monday 12:30pm -1:30pm |
|
Making the most of your money (60 mins) The first step to feeling financially fit is good money management. If you’re looking to make the most of your everyday finances, we have helpful tips on creating budgets, setting aside savings, and avoiding fraud and debt. |
Every Tuesday 3:30pm – 4.30pm |
|
First time buyer (60 mins) Getting your foot on the property ladder is exciting, but the processes and mortgage jargon can make it harder to find your feet. This session guides you through the home buying journey, from saving for your deposit to the different ownership schemes available. |
Every Wednesday 12:30pm-1.30pm |
|
A beginner’s guide to investing (30 mins) Before you invest your money, it’s important to invest your time into learning the basics and understanding the risks. Our session helps you navigate the world of investing, from investment advice and considerations to risk appetite and market volatility. |
Every Thursday 9:30am-10.30am |
|
Retirement planning (60 mins) No matter when you plan to retire, life beyond work gives you the chance to focus on what matters most to you. Our session covers pension funding options and taxes, retirement forecasting and income, and the potential value of investment portfolios. |
Every Friday 9:30am -10.30am |
Financial Health Check Available on Request:
You can book an appointment with an experienced personal banker to go through a quick and easy 30 minute Financial Health Check, allowing you to ask any financial questions you may have. This complimentary service is available regardless of where you bank personally.
Click here to book a 1-1 Financial Health Check ( new appointments added daily )
Important Notes
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The information you provide will be recorded on our system to enable us to contact you about the areas of interest you have stated. We’ll use your information as explained in our Privacy Notice.
HSBC UK Bank plc is registered in England, number 09928412. Registered office: 1 Centenary Square, Birmingham, B1 1HQ. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
