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Helping organisations
to support their employees’
financial wellbeing 
at work

Seminars & Courses

Find out more about our workplace financial education seminars & courses. A variety of workshops from early career financial education up to pre-retirement.

Financial Wellbeing

Would you like to promote financial wellbeing to your employees? See how we can help with a bespoke programme.

Online Portal

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. 


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.


Just last year we provided 187 seminars for organisations, as well as a growing program of open seminars. 


We work in partnership with 94 different organisations. That’s 94 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.

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


Managing Director

John oversees the running of Planned Future and sister company Chadwicks IFA


Development Manager

Bal spends his time visiting new and existing organisations looking to support their staff with financial education


Office Manager

Clair makes sure the office in run smoothly, keeping an eye on the administration and HR



Wlakek helps to run and manage individual events covering life impacts of retirement or redundancy


Occupational Psychologist

Ian helps with Retirement and Redundancy seminars to support people in the psychological and social aspects


Occupational Psychologist

Denise  facilitates our seminars and covers the psychological impacts at a time of change


Events Manager

James works closely with organisations we support to make sure the events run smoothly



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

Financial Wellbeing Portal

Here at Planned Future, we have been helping organisations to support their employees by improving their financial wellbeing for years. The feedback we receive has always been at the heart[…]

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Recent Feedback

We ask for feedback from every workshop we run to ensure they are engaging and relevant. This has helped us achieve a rate of 99.75% of people who have attended[…]

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The benefits of implementing a financial wellbeing programme

The movement on mental health and wellness awareness is becoming more and more prevalent in our society today, and the emphasis is shifting towards financial wellbeing in the workplace. Employers[…]

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