Blog: How TISA Supports Financial Companies in Achieving Their ESG Goals
By Lindsey Reed, TISA Trainer
In today’s world, businesses are increasingly looking for ways to make a meaningful impact beyond their bottom line. For financial companies, a powerful way to achieve this is by improving financial literacy—both within their organisations and in the communities they serve.
At TISA, we partner with financial firms that recognise the importance of financial education as part of their Environmental, Social, and Governance (ESG) strategy. One such partnership is with Foresters Financial, who has demonstrated just how transformative this approach can be.
Aligning Financial Wellbeing with Purpose
Foresters Financial group purpose—‘enriching the wellbeing of families and communities’—is at the heart of everything they do. When they sought a partner to help bring this purpose to life, they found an ideal match with TISA.
Initially, they introduced the Essentials of Money Management workshop to some of their staff. The overwhelmingly positive feedback made it clear that this was more than just a learning experience—it was an opportunity to create real impact. Recognising the potential to go further, Steve Lewis from Foresters Financial worked with us to develop a strategy that would extend financial education beyond their workforce and into the wider community.
Training Financial Advisers to Give Back
We designed and delivered a tailored Train the Trainer programme, equipping the company’s Financial Advisers with the skills and confidence to run financial education workshops in their communities. The experience proved to be deeply inspiring:
“The Essentials of Money Management Workshop was an enlightening experience. I undertook this workshop to enhance my presentation skills, build self-confidence, and contribute to the community. I now have a tool that can truly support the local community.”
— Jill B, Financial Adviser
“I’m so excited to get TISA live in my community where I feel I can really make a difference. Helping educate people on pensions, budgeting, Child Trust Funds, understanding payslips, debt—this in turn will also raise our profile and no doubt increase our number of new members.”
— Natasha R, Financial Adviser
“The course has left me feeling extremely passionate about making a difference. Attending the course and receiving a certificate has given me a great sense of achievement and belonging.”
— Minal V, Financial Adviser
“The course gave me more direction on how to facilitate engagement rather than simply delivering content. I now feel more confident in making a difference to the wider community.”
— Ankit P, Financial Adviser
From Training to Real-World Impact
TISA’s commitment didn’t end with training. To ensure long-term success, we provided ongoing support, including:
- Regular check-ins to review progress and share best practices.
- Updating materials to keep them relevant and impactful.
- Guidance on engaging with community groups.
The results have been outstanding. Financial Advisers have successfully delivered workshops to a wide range of audiences, helping them build financial confidence.
“The workshop was a real success—interactive, fun, and packed with valuable financial education.”
— Matthew Z-C, Financial Adviser
“We had a wonderful time facilitating the workshop. The group enjoyed it as much as we did! The session was interactive, fun, and will only get better as we continue to improve.”
— Fari S, Financial Adviser
“They were a receptive group of 16–19-year-olds. We covered topics like first payslips, setting up a bank account, investing, and budgeting. I stayed longer to answer further questions, which was really appreciated.”
— Jon C, Financial Adviser
Feedback from community organisations confirms the impact:
“The session was fantastic—very informative. The young people we work with had loads of questions, which is always a great sign. I especially want to honour Jon—his authenticity and ability to connect with our young people made the session truly effective.”
Financial Education as a Pillar of ESG
For financial companies looking to embed social impact into their ESG strategy, providing financial education is a powerful way to contribute to community wellbeing. By working with TISA, firms can:
✔ Enhance staff development—building confidence and skills in their Financial Advisers.
✔ Strengthen community relationships—positioning their brand as a force for good.
✔ Deliver lasting impact—empowering individuals with essential money management skills.
If your organisation is seeking a trusted partner to help deliver financial education—both internally and in the community—TISA is here to help.
Let’s Work Together to Build Financial Confidence in Communities
Get in touch with TISA today to explore how we can support your ESG objectives and create a lasting impact. Contact us on email: training@tisa.uk.com
Useful links
TISA’s Money Management homepage: https://www.tisa.uk.com/the-essentials-of-money-management/