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
Get StartedREGULAR 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 and National Highways
Financial Wellbeing Case Study National Highways is the wholly government-owned company responsible for modernising, maintaining and operating England’s motorways and major A roads. In 2021 they partnered with Planned Future,[…]
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Supporting your employees through the cost of living crisis
Employees see their financial wellbeing squeezed due to the cost of living crisis The start of 2022 has brought a huge increase in the cost of living. So far we[…]
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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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