Services

Self-service:  Online Guidance and Goal Tracking

We offer an AI-backed platform to help guide you through your financial life.  At the outset, we ask some questions to determine your life stage, goals and constraints.  This information is confidential to you, and used to help us filter what we present.  

We can help you by identifying resources and opportunities that may be relevant to your situation.  Often, by following small steps, you can achieve large financial goals and improve your financial wellness. 

Personal goal tracking allows you to break your goals into small, managable steps and to track your progress week by week. 

Workshops for groups

Studies have shown that we are more likely to follow a programme if we are part of a group.  The small steps feel so much more achievable when there are others sharing our challenges and successes.

FLIT facilitated workshops cover relevant financial literacy topics for varied audiences.  Typical programmes may include - sourcing good-quality information; everyday banking and financing; income spending and budgeting; borrowing money; saving and investing; .  Income - identifying resources and credits to boost your income; Spending and Budgeting - keeping track; saving and investing; borrowing; avoiding frauds and scams.  

The emphasis is on interaction, and in identifying good-quality resources available or accessible to you.  What additional considerations may help?  Are there any grants or funds that might assist you in your work or personal/ family life?  

Your retirement options

The four pillars of retirement funds - state pension, private pension, investments and continued working.  What does AutoEnrollment mean?  What changes can you anticipate in taxation post pension.  Might you be eligible for state pension from UK - how do you pursue this?  What if you want to retire early?  We run online and in-person workshops to help you understand levers that are in your control now.  Your future self will thank you!

Corporate workshops (future)

A variation on in-person training for groups, we can offer standardised corporate financial wellness programmes to work with employees on a group or individual basis.  

Our SaaS solution can be made available to your employees, with focus on the most relevant topics and resources to you.