Find out more about our workplace financial education seminars & courses. A variety of workshops from early career financial education up to pre-retirement.
Would you like to promote financial wellbeing to your employees? See how we can help with a bespoke programme.
Need something a bit more long term? Find out more about our online portal that gives access to financial guides, guidance, calculators and more.
A few things we’re great at
Planned Future are specialist providers of financial wellbeing at work and workplace financial education. Take a look below to find out how we can help.
Workplace Financial Education
Our team at Planned Future have a variety of ready-made financial education workshops to provide for employees.
Financial Wellbeing at Work
Using our online portal, provide help improve your employee’s financial wellbeing with 24hr support to financial guides, guidance and more.
Financial Wellbeing Online
Using our online portal, provide help improve your employees financial wellbeing with 24hr support to financial guides, guidance and more.
Financial Wellbeing Questionnaire
If you are in the position of looking to implement a financial wellbeing at work plan but are unsure how to support your employees, take a look at this.
Pre-Retirement Seminars
Our company offer a variety of organisation arranged Pre-retirement seminars and open seminars for the general public.
Webinars
All of our of workshops can be produced as a webinar, helpful for organisations with a mixture offsite and onsite employees.
Some key facts
We take our feedback seriously and learn from it. This has helped us to receive some of the highest feedback scores in the industry.
Seminars
Just last year we provided 187 seminars for organisations, as well as a growing program of open seminars.
Orgnisations
We work in partnership with 94 different organisations. That’s 94 companies that trust us to provide their staff with workplace financial education.
Recomended
We take our feedback seriously and make constant improvements. One of the reasons why 99% of attendees would recommend our workshops to a friend or colleague.
Find out more!
Just a few of our satisfied clients
We work with a wide range of organisations throughout the UK to help support their employees with workplace financial education, here is just a small selection:
Some Of Our Team
John
Managing Director
John oversees the running of Planned Future and sister company Chadwicks IFA
Balazs
Development Manager
Bal spends his time visiting new and existing organisations looking to support their staff with financial education
Clair
Office Manager
Clair makes sure the office in run smoothly, keeping an eye on the administration and HR
Wladek
Facilitator
Wlakek helps to run and manage individual events covering life impacts of retirement or redundancy
Ian
Occupational Psychologist
Ian helps with Retirement and Redundancy seminars to support people in the psychological and social aspects
Denise
Occupational Psychologist
Denise facilitates our seminars and covers the psychological impacts at a time of change
James
Events Manager
James works closely with organisations we support to make sure the events run smoothly
John
Facilitator
John covers life impacts to go along side financial implications for employees in specific situations
Latest News
Keep up to date with Planned Future and our upcoming seminars & courses
5 ways to help improve your employees’ financial wellbeing
How to support your employees with Financial Wellbeing As financial wellbeing becomes a ‘must have’ employee benefit, more HR professionals are seeking ways to support their employees in this area.[…]
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The benefits of pre retirement courses
Making Retirement Simple As employers take note of financial wellbeing as a whole, it’s only natural to see an increase in retirement seminars offered to employees as they draw closer[…]
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What is financial wellbeing?
Understanding Financial Wellbeing Financial Wellbeing is feeling confirable, secure and at ease with your finances. Its being able to understand and manage your finances not only in your day to[…]
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