About this Event
Financial Foundations Workshop
Taking Control of Your Personal Finances
Facilitators: Kate Kowalska • James Fowler • Richard Crump
Join us for an engaging and practical session designed to help you build confidence with money, form healthy financial habits and prepare for life’s key moments.
What Are NatWest Financial Foundations?
NatWest’s Financial Foundations programme is an educational initiative designed to help individuals build financial confidence and long‑term money skills.
It focuses on the core pillars of financial wellbeing—budgeting, saving, borrowing responsibly, building resilience, understanding pensions and planning for future life stages.
The programme empowers people to make informed decisions, take control of their day‑to‑day finances and improve their overall financial wellbeing.
Benefits for Attendees
By joining this workshop, attendees will gain:
✔ Increased confidence in managing personal finances
Greater clarity about how money works and how to form sustainable financial habits.
✔ A personalised understanding of money mindset
Insight into how emotions and behaviours influence financial decisions.
✔ Practical, actionable steps to set and achieve financial goals
Tools to break down goals into manageable actions linked to major life milestones.
✔ Knowledge of different saving and budgeting options
A clearer understanding of savings accounts, regular savers, ISAs and simple budgeting techniques.
✔ Better preparation for later-life planning
Awareness of workplace pensions, State Pension basics and how to think about retirement needs.
✔ Strategies for building financial resilience
How to create an emergency fund and understand how insurance can help protect against life’s disruptions.
✔ Tools to manage and prioritise debt effectively
Practical approaches to auditing borrowing and knowing where to find free, impartial support.
✔ Ongoing access to trusted sources of support
Awareness of organisations and digital tools—such as MoneyHelper, NatWest budgeting features and wellbeing support through Mind—that can help sustain financial health beyond the workshop.
Disclaimer (1.0)
All information used in this presentation you are registering for is produced for information purposes only and is for the sole use of the attendees at the
presentation.
Whilst we feel this topic is beneficial to business owners, the views expressed are not intended to be and should not be viewed as individual advice or as a
recommendation by Royal Bank of Scotland, NatWest, Ulster Bank, or any third party. You should seek independent advice in respect of issues that are of
concern to you.
To the maximum extent permitted by law we expressly disclaim all representations, warranties, or assurance of any kind, expressed or implied, that are made to
the accuracy or completeness of the information contained in this presentation and do not accept any obligation to update or correct any information contained
herein.
During the event photographs may be taken on behalf of the host with a view to posting on social media to promote services offered to customers. If you do not
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For the avoidance of doubt Royal Bank of Scotland/NatWest Bank/Ulster Bank does not produce the materials for all presentations. This disclaimer applies equally
to any materials or presentations produced by a third party.
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Agenda
Financial Foundations
Info:
1. Know Your Money Mindset
2. Set Clear Financial Goals
3. Choose the Right Saving Tools
4. Plan for Later Life
5. Prepare for the Unexpected
6. Managing Debt
7. Where to Get Ongoing Support
Event Venue & Nearby Stays
Accelerator Hub, 11-13 Bishops Square, E1 6EG, 11-13 Bishops Square, London, United Kingdom
GBP 0.00
