CORPORATE FINANCIAL WELLBEING · ESRS S1 · IRELAND & EU, SRS · UK
Your auditors want proof.
Not a wellness poster.
Here it is.
CSRD (EU) and SRS (UK) compliance now requires verifiable evidence your company actively supports workforce financial wellbeing. We give you the training, the metrics, and the audit-ready documentation. We put the 'S' in ESG.
WHAT YOU GET
ESRS S1 compliant workshops
Ready reports
Verified outcome metrics
Social Value Impact summary
Board-level reporting narrative
Positive Financial wellbeing outcomes for your workforce
Operational efficiency, compliance, and talent management.
Delivered Training To
As Seen On
As Seen On
THE BUSINESS CASE
Financial stress is a workforce performance problem. And now it’s a compliance problem too.
Companies must now demonstrate active, structured programmes that address workforce wellbeing. Vague benefit statements don’t count. Auditors want training hours, outcome data, and documented impact.
The organisations that move now will sail through their CSRD audit. Read: how financial wellbeing maps to your ESG report →
Distraction and presenteeism
Financial anxiety is a majour cause of lost focus at work.
Untapped compensation spend
Without financial literacy, employees can’t optimise the pension and benefits you’re already paying for.
Audit exposure
ESRS S1 requires verifiable workforce wellbeing data. A meditation app and a fruit bowl don’t qualify.
Retention risk
Financially stressed employees are more likely to leave — and this number is increasing.
33%
productivity loss from stressors, including financial stress
47%
employees plan to leave for less financial pressure
Compliance
ESRS S1 & SRS requires verifiable data, not just ad-hoc initiatives
Risk
Undocumented wellbeing initiatives may fail CSRD (EU) & SDR (UK) audit scrutiny.
Financial Foundations Workshop
Six pillars: debt & credit, Money Life Jacket, mortgages, asset protection, net worth tracking, financial admin. Practical workbooks. Real decisions made in real time.
Investing Skills Workshop
Eight pillars: markets, ETF research, trading accounts, long term investing skills, scam awareness. Confident investors are retained employees.
The Compliance Toolkit
Bespoke ESRS S1-13 reports provided, Social Value Impact summaries, verified outcome metrics. Built around your organisation — not off-the-shelf.
Actionable Programs for your Workforce
Find the right Financal Wellbeing Solution for your 'S' in ESG needs
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Personal Finance & Investing Skills Workshops.
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Licenced Access to the Flagship Program: Rise Money™: Become a Confident Investor
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Financial Wellbeing Webinar Series
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Lunch & Learn
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1:1 Executive Coaching
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On-Site Financial Wellbeing Clinics
THE PROCESS
From first call to audit report in four steps.
01
Alignment Call
Map your CSRD/ UK SRS requirements. Leave with clarity on what your workforce & reporting needs.
02
Programme Design
Tailored to your sector, workforce, and compliance framework requirements.
03
Program Delivery
Workshop, Lunch & Learns, Executive training. Every participant leaves with an Action Plan that gives real-life results.
04
Compliance Ready
Audit-ready ESRS /UK SRS report, Social Value summary, verified metrics handed to your board.
WHAT CLIENTS SAY
They needed compliance. They got that
— and a workforce that actually benefited.
[Kel] has a wonderful ability to explain money matters in a clear, relatable and judgement-free way, leaving attendees with simple strategies they could put into practice straight away... we highly recommend Kel to organisations looking to invest in the financial wellbeing of their people.
LISA CARROLL ·
HEALTH & SAFETY MANAGER, RESPOND
Working with Kel was so smooth from start to finish. She is a total professional and highly collaborative. Her energy is 'Can Do' energy. She meets the people where they are and guides from that point forward.
SINEAD O'DEA DEPUTY HEAD, GRIFFITH COLLEGE CORK
We were fortunate to collaborate on a series sessions tailored for the legal audience practicing in Ireland. Informative, practical presentations, expertly delivered by Kel.
COLM O'LEARY
CPD COORDINATOR at La TOUCHE TRAINING