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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

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:

Financial Wellbeing Portal

Online Financial Education

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

Financial wellbeing for low paid employees

How to support low paid employees’ financial wellbeing Most organisations will have a broad range of demographics when it comes to their workforce, some approaching retirement, entry level jobs and[…]

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The Two Pillars of Financial Wellbeing

Understanding the Foundations of Financial Wellbeing As good employers, most managers understand employee financial wellbeing is paramount in improving productivity, performance, staff retention and loyalty. Furthermore, when we consider that[…]

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How to support employees financial wellness online

Online Financial Education The Financial Wellness Challenge Over the last few years financial wellbeing has became the ‘hot topic’ for HR managers around. Various studies have shown the benefit of[…]

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