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Planned Future

Workplace Financial Wellbeing

  • 0344 9672567
  • enquiries@plannedfuture.co.uk
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Financial Wellbeing in the workplace

Help your employees to unlock their financial future with a range of financial wellbeing tools designed to improve productivity and reduce presenteeism. 

  • Onsite & online financial wellbeing events
  • Complimentary Money Guide Service
  • Award-winning financial wellbeing portal
  • eLearning for flexible workplaces
  • 1-2-1 financial clinics with an FCA regulated adviser
Learn more
Speak with our team
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What our clients say

Planned Future have worked with a range of large and smaller public and private sector businesses throughout the UK. 

The training is of a high quality and impactful with great service and positive outcomes.
EleanorStaff Wellbeing Coordinator | University of Cambridge
Eleanor
The service is very useful and good value for money. I have found them to be very clear and helpful.
AndyMoney Guide Client
Andy
I received objective and supportive advice, and it gave me the opportunity to understand which priorities to concentrate on first and the best way to achieve that. I came away feeling better about being able to regain some control and manage things better.
SarahMoney Guide Client
Sarah
I have only received positive feedback and questions asking when we can have them again. I highly recommend Planned Future for their excellent customer service, knowledge and professionalism.
DorotaHead of Learning and Organisational Development | Capital City College
Dorota
I had a meeting with John through the Money Guide Service, and he was absolutely amazing. He was so patient and kind, and explained different aspects of my finances so well. As someone who is slowly becoming more financial literate, the meeting was very helpful, highly recommend it!
AashniMoney Guide Client
Aashni
Very easy to work with and also very flexible to our needs. Professional delivery of what can be a complex subject matter but done so that is understandable to the audience. Would highly recommend Planned Futures for Financial Planning and Pre-retirement Planning seminars.
MariHR Officer (Staff Development) | Bangor University
Mari
We have seen more staff engaging with our financial wellbeing support resources and requesting for more webinars!
Eleanor Staff Wellbeing Coordinator | University of Cambridge
Eleanor
Planned Future were responsive and well organised from the start, and listened to our needs and were able to recommend the best session for us. The facilitator was great, very personable, friendly and engaging. The staff that attended the session all agreed it was very helpful, I'm really glad we were able to organise it and work together with Planned Future.
Gemma Senior People Manager | RCOG
Gemma
We have worked with Planned Future on several occasions now and each course they have run has been fantastic and engaging.
CarlyPeople Development Manager | University of Reading
Carly

AWARD WINNING PORTAL

Financial Wellbeing Portal

Our award-winning Financial Wellbeing Platform allows your employees to access a range of financial resources 24/7, including guides, videos, calculators and the option to ask a question to a qualified Financial Adviser.

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Workshops, webinars and seminars

A range of expert-led workshops available on site or online. Topics include Retirement planning, Money Mindset, Pensions & Investing, Foundations in Personal Financial Planning, Planning for Redundancy, Planning for Life’s Financial Challenges plus more

eLearning

Comprehensive online learning available for your employees to access 24/7, 365. CPD certified. 

Money Guide Service

Employees get a one-to-one 30 minute meeting with a highly experienced Money Guide. This is completely free of charge and is tailored to their specific needs. 

Award-Winning Portal

Available on desktop or mobile, our award-winning financial wellbeing portal is packed with helpful tools, guides and calculators to help employees take control of their finances. 

Proudly B Corp

Planned Future are proud to be a B Corp, joining a global movement of companies who are using business as a force for good.
 
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GET IN TOUCH

Financial Wellbeing Workshops & Webinars

At Planned Future we have a range of ready-made financial and mental wellbeing workshops for your business and employees – no matter the stage of their career.

Latest Financial Wellbeing News

Stay up to date with all the latest news from Planned Future.

Are you doing enough to support your employees' financial wellbeing?

Take our quiz & find out!