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Planned Future

Workplace Financial Wellbeing

  • 0344 9672567
  • enquiries@plannedfuture.co.uk
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12 Month Bundle

Complete Financial Wellbeing Bundle

Most employers recognise the need to help their employees with Financial Wellbeing initiatives.

All too often however this need is addressed by running a single workshop on financial wellbeing attended by a small number of staff.

While better than providing no support at all, a programme of events covering different financial topics run over a year can have a real positive impact as more staff are more engaged, and have a better opportunity to take part.

Learn more

Workshops

A complete financial wellbeing journey from foundations in financial planning, to getting set for retirement.

Award Winning Portal

24/7, 365 access to an award winning financial wellbeing portal/app packed with useful tools and information.

Money Guide Service

Your employees get a free 30 minute 1-2-1 meeting with a highly experienced Money Guide, offering individual guidance and signposting.

eLearning

Improve financial wellbeing on the go or at any time that suits the busy schedule of your employees. CPD certified.

Request more information

Complete the form and our team will be in touch with more information and a price for your 12-month bundle request. 

12-month bundle

What's included

The bundle package is completely flexible to your needs and requirements. 

Get a quote

Our workshops are available for all career-stages and offer CPD Accreditation.

  • Money Mindset
  • Foundations in Personal Financial Planning
  • Mid-career Financial Planning
  • Planning for Financial Challenges in Life
  • Planning Your Retirement Lifestyle
  • Financial Planning for Retirement

A selection of our workshops area available as eLearning modules.

  • Money Mindset (Foundations in Financial Wellbeing)
  • Foundations in Personal Financial Planning​
  • Neurodiversity Awareness in the Workplace
  • Mid-career Financial Planning

Access to our award-winning portal, which can be used on desktop or mobile devices.

  • Useful tools
  • Monthly newsletter
  • Helpful guides
  • Calculators
  • Ask a question

Each employee gets a 30 minute 1-2-1 meeting with a highly experienced Money Guide who can offer information, signposting & guidance.

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
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BLOG

The Case For A Financial Wellbeing Package

Money worries are the number one cause of stress for UK employees today. In fact, research shows almost half of UK workers cite money as their biggest source of stress—a burden that’s costing businesses over 15 million lost workdays every year. Find out why a Financial Wellbeing Package can help.

Read blog

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

Take our quiz & find out!