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 Courses
Below are some of the events we can present either as a webinar
or as an onsite 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:
Online Support
The Financial Wellbeing Online Portal
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
Supporting Employees Financial Wellbeing during Coronavirus
Coronavirus & Your Finances Webinar With the ongoing Coronavirus pandemic, many of us are finding it even more difficult to manage our finances. Additionally, new goverment measures, although potentially beneficial,[…]
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The true impact of poor financial wellbeing within the workplace
How poor financial wellbeing impacts employees as well as employers We are becoming increasingly more aware of our mental health thanks to initiatives such as Mental Health Awareness week which[…]
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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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