Case Study | Cambridge University
15th October 2025
How we helped the staff at Cambridge University improve their financial literacy by undertaking a series of financial wellbeing workshops, delivered online.
Client Testimonials
We request feedback from every financial wellbeing workshop we arrange for an organisation. This way, you can measure the benefits of offering a workplace financial wellbeing program to your employees. Below are just some of the recent comments we have received following an event.
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 
The service is very useful and good value for money. I have found them to be very clear and helpful.
AndyMoney Guide Client
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
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
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
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
We have seen more staff engaging with our financial wellbeing support resources and requesting for more webinars!
Eleanor Staff Wellbeing Coordinator | University of Cambridge
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
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
99.75%
Of Attendees
Would recommend the workshop they attended to a friend or colleague.