Money First Aider®: Natalie
We spoke to Natalie Clarke, a senior Reward Professional, about why she became a Money First Aider® and how the training has shaped the way she supports her colleagues and contributes to the wellbeing culture at work.
Why did you decide to become a Money First Aider®?
“Working in Reward, I've seen first-hand that money worries can affect anyone, regardless of their role or level. Financial stress often sits behind concerns about wellbeing, performance, confidence and even career decisions, but it's not always something people feel comfortable talking about.
I wanted to become a Money First Aider® because I felt there was an opportunity to provide a safe, non-judgemental space where people could start those conversations and be signposted to the right support.”
What was the training experience like?
“I completed the training in my previous role at First Bus, and it's been great to bring those skills with me into new roles since.
The course was engaging, practical and thought-provoking. I expected to learn more about financial wellbeing, which the course delivered, but what stood out was how much the training focused on listening skills, empathy and understanding the impact that different money challenges can have on people's lives.
It challenged a few assumptions I didn't realise I had and gave me confidence to approach conversations that many of us might otherwise avoid.”
What made it different from other financial wellbeing solutions you've come across?
“Many financial wellbeing initiatives focus on information, tools or education, which are all important. What felt different about Money First Aid was the focus on the human side of the conversation.
"People often don't need someone to solve their financial situation for them. They need someone who can listen without judgement, help them feel heard, and guide them towards the right support."
That distinction really resonated with me.”
What was your biggest insight from the course?
“One of the biggest insights for me was understanding how differently people experience money and financial stress.
"Two people can face very similar circumstances but feel completely differently about them."
The training reinforced the importance of avoiding assumptions and meeting people where they are. That perspective has stayed with me and is something I use in my day-to-day role, not just in conversations about money.”
How have you used the training since completing the course?
For Natalie, the impact has come less from formal interventions and more from being visible and approachable.
“I've used the training more to create awareness and encourage open conversations. Simply being known as someone who is approachable and willing to talk about financial wellbeing has led to some meaningful discussions.
"What I've found most rewarding is when someone leaves a conversation feeling less alone with whatever they're facing."
Sometimes the outcome isn't a major action or decision. Sometimes it's just having a safe space to talk and gaining the confidence to take the next step.”
Who would you recommend the training to?
“I'd recommend it to anyone who supports people, whether that's HR professionals, managers, wellbeing champions, or colleagues who naturally find themselves being a trusted ear for others.
The training provides a valuable balance of knowledge, practical skills and confidence.”
“Even if you never formally act as a Money First Aider®, it helps you have better conversations and support people more effectively.”
Is there anything else you'd like to share?
“One thing the course reinforced for me is that financial wellbeing isn't just about money. It's about dignity, confidence, mental wellbeing, and the ability to make choices.
Creating workplaces where people can talk openly about financial challenges shouldn't be underestimated. Becoming a Money First Aider® gave me the confidence to play a small part in that, and I'm grateful for the opportunity.”
Thanks Natalie!
If you’re interested in training members of your team to become Money First Aiders, get in touch.
