For organisations

Financial wellbeing that works for your people in the real world.

Two ways to bring real financial education into your organisation: live workshops and talks, or Calm Money for Business, a structured wellbeing programme with live support.

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Trusted by teams at

The problem

Most financial wellbeing benefits don't change anything.

Employees are stressed about money. Pension auto-enrolment isn't enough. Debt, mortgage costs, and the cost of living are affecting focus, retention, and productivity, and a PDF on the intranet doesn't change that.

What we deliver

Workshops & Talks

This isn't a replacement for your EAP. It's the part EAPs were never built to do: live, tailored sessions that turn financial stress into action, not just a helpline number.

We deliver engaging, high-impact and action oriented workshops and talks. Most workshops and webinars stop at information. Ours focus on practical takeaways every attendee can use straight away, so people leave with something to act on, not just something to remember.

Sessions are tailored to your organisation's needs, drawing on a library of topics we're regularly asked to deliver, from debt and budgeting to investing and long-term planning. Enquire below to discuss what would work best for your team.

Typically delivered as a single session or a short series, from half a day. Pricing scales with format and audience size.

Testimonials from our workshops & talks

Calm Money for Business

For organisations that want an ongoing, structured financial wellbeing programme with live expert support and measurable outcomes.

Built around engagement from day one, not a one-off tick-box exercise. Calm Money for Business gives your people a structured programme with live support, while giving you the data to prove it's working.

Comes with engagement analytics so you can track participation across your workforce and demonstrate ROI. Integrates directly with your LMS, or we provide a dedicated portal with built-in analytics from the start.

Run as a rolling quarterly or annual programme, designed for teams of 50+. Pricing is based on headcount and scope.

What Calm Money delivers

Built around how people are wired.

Most programmes treat financial wellbeing as a knowledge problem. It's not. How we manage money is rooted in who we are. Calm Money for Business identifies each delegate's SCOPA profile from day one and tailors the programme to how they're actually wired.

The Spender

The Spender

Earns well but lifestyle always expands to meet income. Saving feels impossible.

The Cautioneer

The Cautioneer

Risk-averse. Keeps everything in cash. Knows they're falling behind but can't move forward.

The Overthinker

The Overthinker

Researches everything. Has the knowledge but can't commit to a decision.

The Planner

The Planner

Organised on paper but missing the bigger picture. Has a plan but no system.

The Avoider

The Avoider

Puts off financial decisions. Knows things need attention but struggles to start.

Every person in your workforce has a SCOPA profile. Content, coaching prompts, and nudges adapt to it, so a Spender and an Avoider get different paths through the same programme.

Enquire about Calm Money for Business