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.
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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.
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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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Sign up to our financial wellbeing newsletter
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.
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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.
Events
Just last year we provided 202 seminars for organisations, as well as a growing program of open seminars.
Organisations
We work in partnership with 101 different organisations. That’s 101 companies that trust us to provide their staff with workplace financial education.
Recommended
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.
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Latest News
Keep up to date with Planned Future and our upcoming seminars & courses
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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New Financial Wellbeing Webinars
Supporting Employees’ Financial Wellbeing Online With the ongoing situation with Coronavirus dominating the news and our personal lives we are all coming to terms with a new way of life.[…]
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