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Financial Wellbeing At Work

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.  


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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 orgnisation.

Financial Wellbeing Workshop

Pre-Retirement Seminars

Mid-Career Financial Planning

Lifetime & Annual Allowance