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 make financial wellbeing workshops to be help at your place of work. We also offer the ability for your employees to pick the topics they would like to be covered. This data is then used to produce your bespoke financial wellbeing workshop.


On Going 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 size to meet all budgets. 


One To One Financial Guidance

Financial Wellbeing Clinics

Our Financial Wellbeing Clinics allow your employees to speak with a qualified financial planners on a one to one basis. Slots are 15 minute to 1 hour slots are allocated using our online booking platform. Meeting can take place at your place of work at through an online webinar.  


Sign up to our financial wellbeing newsletter

Our Financial Wellbeing Courses

Below are some of the events we can hold ether as a webinar
or 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 to help support their employees with workplace financial education, here is just a small selection:

Online Support

The Financial Wellbeing Online Portal

To help support your employees inbetween workshops, we have produced our financial wellbeing portal. The portal comes equiped with financial guides, calculators, videos and more. 


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 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.

Latest News

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

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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5 ways to help improve your employees’ financial wellbeing

How to support your employees with Financial Wellbeing As financial wellbeing becomes a ‘must have’ employee benefit, more HR professionals are seeking ways to support their employees in this area.[…]

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The benefits of pre retirement courses

Making Retirement Simple As employers take note of financial wellbeing as a whole, it’s only natural to see an increase in retirement seminars offered to employees as they draw closer[…]

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Contact us

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