Mental Health and Money Toolkit
The Mental Health and Money Toolkit is a resource to help you understand, manage and improve your mental and financial health.
You can use it to help guide conversations with your relevant healthcare worker about your mental health and money. You can also take it with you to any money or debt advice appointments you might attend.
*If you're a healthcare professional wanting to use the Toolkit with your patients, click here for further information.
*If you would prefer to read the Mental Health and Money Toolkit in Welsh language please click here.
How to use the Mental Health & Money Toolkit
Why use the Mental health and Money Toolkit?
The Toolkit will help guide mental health and money conversations with your healthcare worker or debt adviser. It was co-produced with people with lived experience of mental health and money difficulties and healthcare professionals who support people to manage their mental health and money.
The Toolkit can help you:
Understand the relationship between money and mental health.
Learn self-help techniques for managing your anxiety and mental health around your money worries.
Take control of your finances.
“This toolkit is such an essential first step in knowing that there is something to turn to if you’re struggling...”
“Money and mental health issues can be so challenging to talk about because of the stigma associated with it. This toolkit is such an essential first step in knowing that there is something to turn to if you’re struggling, and in showing that you can ask for help without judgement or embarrassment. It's great. ”
“...an excellent resource to support those experiencing common mental health difficulties.”
“This guide is an excellent resource to support those experiencing common mental health difficulties in understanding the relationship between wellbeing and money difficulties as well as providing lots of practical tools to help manage things themselves.”
What's in the Toolkit
The Toolkit is split into different sections, allowing you to choose which ones are relevant to you. We recommend everyone completes Section 1 first. You don’t have to go through the resource in one go; you can come back to it at any time.
- Mental health and money: Where to start
- Getting ready to take action
- Understanding your finances
- Navigating the benefit system
- Signposting and appointment planner
Download your free
Mental Health and Money Toolkit
Download the Mental Health and Money Toolkit to help you understand, manage and improve both your mental and financial health.
This interactive digital PDF allows you to work through the document on any device and save what you have entered each time. Next time, open your saved PDF and continue your journey.
Download the Toolkit activity sheets
These activity sheets feature in the full Toolkit, but you may wish to print them off individually to work through. They cover confidence building, self-care, problem-solving, bill prioritisation and income and outgoings.
Relationship between mental health and money worries
Understand the links between mental health and money, how it affects you, what the impact might be and how to manage the situation.
Welfare benefits advice
Applying for benefits with a mental health condition can be daunting. Our easy to understand guides explain everything from a mental health point of view.
Managing money advice
Managing your money can be difficult, and your mental health can suffer if you're are dealing with money worries.