0844 967 2567
enquiries@plannedfuture.co.uk

Financial Wellbeing At Work

Helping organisations to support their employees
with Financial Wellbeing at Work



Online or Onsite

Financial Wellbeing Workshops & Webinars

At Planned Future, we have a range of ready made financial wellbeing workshops to be held at your place of work. We also offer tailored workshops which allows your employees to pick the topics they would like to be covered. This data is then used to produce your bespoke financial wellbeing workshop.

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Financial Wellbeing Programmes

To have the greatest effect in supporting your employees with workplace financial wellbeing, consider implementing a programme. Our Financial Wellbeing programmes come in various lengths and formats to meet all budgets.

ONLINE SUPPORT

Employees will gain access to our online Financial Wellbeing Platform

WEBINARS OR WORKSHOPS

Staff can sign up to view a range of interactive webinars or workshops

QUALIFIED ADVISERS

All of our events and online resources are supported by Qualfied Financial Advisers

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REGULAR UPDATES

You will recieve monthly updates including new guides, newsletters and reports

One-to-One Financial Guidance

Financial Wellbeing Clinics

Our Financial Wellbeing Clinics allow your employees to speak with qualified Financial Planners on a one-to-one basis. Slots are offered between 15 minutes to an hour long and are allocated using our online booking platform. These meetings can take place at your place of work or through an online video call.

Online Finanical Wellbeing

Financial Wellbeing Portal

Our Financial Wellbeing Platform allows your employees to access a range of financial resources 24/7. Including guides, videos, calculators and the option to ask a question to a qualified Financial Adviser.

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Our Financial Wellbeing Events

Below are some of the events we can present either as a webinar
or as an on-site workshop at your organisation

Financial Wellbeing Workshops

Pre-Retirement Seminars

Mid-Career Financial Planning

Lifetime & Annual Allowance

Understanding Your Pension

Financial Wellbeing Clinics

Bespoke Financial Wellbeing Workshop

Alternative Tax-Efficient Investments



Some of the businesses we have supported

We work with a wide range of organisations throughout the UK providing support to their employees with their workplace financial education. Here is just a small selection of the organisations support:





Planned Future

Financial Wellbeing Days

A financial wellbeing day allows for a range of workshops and clinics to be covered in a single day. Employees will benefit from workshops covering a range of financial topics, the opportunity to speak with the presenter on a one to one basis and follow up material.

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Planned Future Blog

Keep up to date with with Financial Wellbeing news and updates

Planned Future Are Accredited Living Wage Employers

Accredited Living Wage & Financial Wellbeing We are proud to announce that Planned Future are now an accredited Living Wage Employer! As a supplier of Workplace Financial Wellbeing, its important[…]

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What is Financial Wellbeing?

Understanding Financial Wellbeing Defining Financial Wellbeing Financial Wellbeing is feeling comfortable, secure and at ease with your finances. Its being able to understand and manage your finances not only in[…]

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New minimum wage & the effect on Financial Wellbeing

How will it effect your business and employees? What are the changes? At the recent Budget, the announcement of increases to minimum wage from April will be welcomed by workers[…]

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