Agenda
Financial pressures continue to affect individuals throughout their working lives, with concerns about everyday finances, savings and retirement planning impacting wellbeing and future financial security.
Speaker
-
Keren Wellings
- Company
- WEALTH at work
- Job Title
- New Business Executive
Speakers
WEALTH at work
New Business Executive
WEALTH at work
New Business Executive
Keren Wellings
New Business Executive
With extensive experience in the financial services industry, Keren Wellings has built a career helping people feel more confident about their finances and future. She works within the business development team at WEALTH at work, partnering with employers to design and implement effective financial wellbeing strategies that help employees better understand pensions, share plans and wider financial wellbeing.
Prior to this, Keren worked as a financial coach, delivering engaging online and face to face presentations to employees across a range of sectors. This experience
shapes her practical, people focused approach when working with employers today. She is passionate about making financial wellbeing accessible, relatable and actionable, empowering people to make informed decisions and take control of their financial future.
Outside of work Keren enjoys finding new walks with her husband, daughter and black lab Luna. The dream is to live on a big hill with a view one day!
New Business Executive
WEALTH at work
Keren Wellings
New Business Executive
With extensive experience in the financial services industry, Keren Wellings has built a career helping people feel more confident about their finances and future. She works within the business development team at WEALTH at work, partnering with employers to design and implement effective financial wellbeing strategies that help employees better understand pensions, share plans and wider financial wellbeing.
Prior to this, Keren worked as a financial coach, delivering engaging online and face to face presentations to employees across a range of sectors. This experience
shapes her practical, people focused approach when working with employers today. She is passionate about making financial wellbeing accessible, relatable and actionable, empowering people to make informed decisions and take control of their financial future.
Outside of work Keren enjoys finding new walks with her husband, daughter and black lab Luna. The dream is to live on a big hill with a view one day!
Costs
| Description | Cost |
|---|---|
| Members | Free |
| Non-members | Free |
| Affiliate & Corporate members | Free |
Location
Online - BrightTALK
Thank you to WEALTH at work for their continued support
Got a question? Frequently asked questions
How can the PMI help my career?
We offer qualifications, CPD support, networking, and access to job opportunities, mentoring and mentee development and more. Everything you need to grow in the pensions industry.
What is CPD?
Continuing Professional Development (CPD), refers to the ongoing learning and development activities that our professional members engage in to enhance their skills and knowledge throughout their careers. We offer a variety of different services which count as CPD such as in- person events, reading materials including a bi-monthly magazine and more.
Does the PMI offer CPD?
Yes. We help members track and manage their CPD to stay current and compliant. Depending on your membership type, you will be expected
How many CPD points can I claim per event?
You can claim up to 7 CPD hours for all full day PMI conferences.
For all CPD points references please go here: https://www.pensions-pmi.org.uk/resources/pmi-news/how-to-earn-cpd-hours/
How can I record my CPD?
-
Log in to your My PMI account.
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Use the ‘Add CPD’ button on your homepage.
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For your full CPD history, click ‘My Membership’ from the left-hand menu.
What networking opportunities are available?
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Mentoring and Development programme
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In-person events
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Regional events
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Online forums and communities – Special Interest Groups (SIG)
Are there events I can attend and how do I register?
Yes, we host events throughout the year. You can view all our upcoming events and register via our website or contact a member from our team here events@pensions-pmi.org.uk
How much does it cost to attend PMI events?
For PMI members, events are free. For non-members there will be a cost associated with attendance.
Can my employer arrange in-house training?
Yes! PMI offers Bespoke Training, tailoring sessions to your specific needs, goals, and preferred delivery format provides bespoke in-house training and bulk bookings.
