0844 967 2567

Helping organisations to
support their employees
with financial wellbeing 
at work

Events at Your Organisation

Financial Wellbeing Workshops

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.


Ongoing Support

Financial Wellbeing Programmes

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


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.  


Sign up to our financial wellbeing newsletter

Our Financial Wellbeing Courses

Below are some of the events we can present either as a webinar
or as an onsite workshop at your orgnisation.

Financial Wellbeing Workshop

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 orgnisations 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:

Online Support

The Financial Wellbeing Online Portal

To continue to support your employees outside of wellbeing workshops, we have produced our Financial Wellbeing Portal. The Portal comes equipted with financial guides, calculators, videos and much more.


Some key facts

We take your feedback seriously and learn from it. This has helped us to receive
some of the highest feedback scores in the industry.


Just last year we provided 202 seminars for organisations, as well as a growing program of open seminars. 


We work in partnership with 101 different organisations. That’s 101 companies that trust us to provide their staff with workplace financial education.


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.

Planned Futures

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.

Find out more

Latest News

Keep up to date with Planned Future and our upcoming seminars & courses

Supporting Employees Financial Wellbeing during Coronavirus

Coronavirus & Your Finances Webinar With the ongoing Coronavirus pandemic, many of us are finding it even more difficult to manage our finances. Additionally, new goverment measures, although potentially beneficial,[…]

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The true impact of poor financial wellbeing within the workplace

How poor financial wellbeing impacts employees as well as employers We are becoming increasingly more aware of our mental health thanks to initiatives such as Mental Health Awareness week which[…]

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Top 5 retirement concerns of employers for their employees

Addressing retirement concerns of employers for their employees Pre-retirement seminars and courses are becoming a ‘must have’ employee benefit for HR managers. These workshops help to support employees for what[…]

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