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I want to learn how to manage my finances well

Free Course for CTM Staff

  • If you would like help to gain greater understanding and confidence in managing your finances, the Affinity – Focus on your Finances Course covers information about budgeting, borrowing, pensions, mortgages, tax, savings and investments
  • For those soon to retire, the Affinity Preparing for Retirement Course guides you through the key financial issues you may need to consider.

To book a place on either of these two courses, email

Budgeting Support

When your personal circumstances change

  • Online advice on how changes in family life (e.g. becoming a parent / divorce / children going to university/ care for the elderly etc) can impact your financial wellbeing can be accessed here Family & Care | MoneyHelper

Pensions Advice

Financial Wellbeing Support Through HSBC

CTMUHB has partnered with HSBC to offer staff access to a range of support to help you stay on top of your finances at every step.  These are completely free; you don’t have to bank with HSBC and they don’t push their own products.

  • Always On Financial Wellbeing webinars. These are 30 or 60 minute public webinars that cover various topics including Savings, Budgeting, Investing, Coping with the Cost of Living and Sustainable Choices.  There are 3 every working day.  To view the schedule and to book yourself on to them please visit Financial Health Check | Financial Fitness Score - HSBC UK
  • Financial Fitness Tool – knowing how healthy your finances are can help you work out what steps you need to take to achieve your goals.  Generate you own household financial fitness score out of 100 by answering a few quick questions.  It takes about 10 minutes and doesn’t affect your credit score in any way. You’ll also get tips to help you set achievable goals to improve your financial health.  The tool can be used again in the future to see if your score has improved.  To access this, go to Home | HSBC Financial Fitness

When registering, you will need to state Cwm Taf Morgannwg University Health Board as your employer.

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