Financial Education

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

Understanding your financial wellbeing

April 15th, 2024 09:30 10:30

Navigate your retirement savings – UCRSS members

April 15th, 2024 11:00 12:00

Understanding tax

April 24th, 2024 13:00 14:00

Money Management

April 24th, 2024 14:30 15:30

Savings and Investments

May 1st, 2024 09:30 10:30

Understanding your financial wellbeing

May 1st, 2024 11:00 12:00
Route to retirement May 13th, 2024 09:30 11:00

Set your finances alight

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

Click here to book

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

Click here to book

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


Click here to book

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


Click here to book

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

Click here to book

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

Zoom is provided by Zoom Video Communications (the “Zoom Company”) who will process your personal data as set out in its Privacy Policy.

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.