Skip to main content

Planned Future

Workplace Financial Wellbeing

  • 0344 9672567
  • enquiries@plannedfuture.co.uk
Linkedin

Financial Wellbeing in the Financial Services Sector

Planned Future provide a range of financial wellbeing tools and support designed for those working in the UK Financial Services sector.

This includes clear, practical guidance on workplace pensions, bonuses and benefits, alongside impartial financial information and trusted signposting to help employees make confident, informed decisions about their financial future.

Learn more
2026 Strategy Template

Financial Wellbeing for Financial Services workers

Multiple surveys show that UK workers face significant stress—with financial worries as a contributing factor.

How can we help?
cite financial wellbeing as their top concern.
0 %
lost every year due to financial stress related sickness
£ 0 b
work days are lost each year due to absences because of a lack of financial wellbeing
0 m
reported burnout, with financial pressure contributing alongside workload.
0 %

WORKPLACE WELLBEING SUPPORT

Financial Wellbeing Workshops

Planned Future are workplace Financial & Mental Wellbeing Education Specialists.
We’ve achieved great results for 100’s of employers throughout the UK — We’re proud to be built on recommendation.

The Full Day Retirement Planning Workshop combines both the Financial Planning for Your Retirement and Planning Your Retirement Lifestyle sessions. Employees will learn about adjusting to both the financial and lifestyle changes that come with retirement

Type: Webinar or Seminar

Length: Full day

Learn about a range of financial topics to help educate employees in taking positive steps with their finances in this CPD Certified event.

Type: Webinar or Seminar

Length: 1 hour

Employees learn how to prepare for and deal with redundancy, enabling them to get their finances in a more suitable arrangement. 

Type: Webinar or Seminar

Length: 1 hour

Great for workers aged 30+, this course offers an introduction to ways in which you can invest and maximise your pension. This financial wellbeing event is CPD Certified.

Type: Webinar or Seminar

Length: 1 hour

Planning for Financial Challenges in Life is a CPD Certified event which focuses on understanding the key risks to your finances which can impact both you and your family. 

Type: Webinar or Seminar

Length: 1 hour

Learn more

What services do you offer?

  • Financial Wellbeing webinars/seminar
  • Financial wellbeing Portal/App
  • Money Guide Service
  • eLearning

What topics can you help with?

Retirement (financial & lifestyle), Money Mindset, Personal financial planning, Redundancy, Pensions, Mid career planning, Plus much more

How much does it cost?

A tailored financial wellbeing package can cost as little as £5 per employee, per month. 

DOWNLOADABLE GUIDE

2026 Employee financial Wellbeing Strategy

Planned Future are workplace wellbeing experts and our 2026 Employee Wellbeing Guide is designed to help you improve outcomes, increase awareness and unlock better performance across your workplace. What’s included:

  • 12-month roadmap with examples
  • How to provide on-demand information, guidance & signposting
  • Measurable data – what to track
  • Employee feedback opportunities
  • Plus much more
 
Complete the form for instant access to your 2026 Employee Financial Wellbeing Guide.

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
Untitled design (81)
Untitled design (80)
brother logo
FP logo
Untitled design (69)
public health wales logo
Untitled design (72)
Untitled design (68)
Untitled design (78)
Untitled design (77)
Untitled design (75)
Untitled design (74)
Untitled design (76)
Untitled design (73)
Untitled design (71)
Untitled design (49)
Untitled design (50)
Untitled design (51)
Untitled design (52)

LEARN MORE

Empowering Financial Wellbeing for your team

Complete the form to learn how a tailored mental and financial wellbeing solution could help you improve your workforce and reduce turnover. 

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

Take our quiz & find out!