Planned Future

Workplace Financial & Mental Wellbeing

Employee Mental Wellbeing

Improving the mental health and mental wellbeing at work of your employees can increase job satisfaction and productivity levels. Planned Future provide a range of webinars and workshops to help improve mental wellbeing at work.

Mental Wellbeing at Work

For every £1 spent by employers on mental health interventions they get an average of £5 back in reduced absence, presenteeism and staff turnover.​

Mental Wellbeing Events

Our Mental Wellbeing Training workshops are available as online webinars or on-site seminars and can help improve Mental Wellbeing at work.

Mental Health First Aider Accredited Course

Attendees will learn how to support someone who may have a mental health disorder in seeking the appropriate help. We also offer a refresher course every 3 years.

Type: Webinar or Onsite

Length: 2 day course

Neurodiversity in the Workplace

By implementing thoughtful strategies and accommodations, organisations can improve neurodiversity awareness at work create and a supportive and inclusive workplace environment.

Type: Webinar or Onsite

Length: 60 minutes

Mental Health Champion

This event raises awareness of mental health and the stigma that can be associated with it.  Becoming a Mental Health Champion in the workplace helps you understand and support the mental wellbeing needs of your colleagues. 

Type: Full-day or half-day

Length: 2 day course

Suicide First Aid

The accredited event gives learners the knowledge and tools to understand that suicide is one of the most preventable deaths and some basic skills can help someone with thoughts of suicide stay safe from their thoughts and stay alive.

Type: Webinar or Onsite

Length: 1 day course

Bounce Back with Resilience

The course will enable candidates to apply Mindfulness and Emotional Intelligence techniques to reduce stress in everyday lives, enabling candidates to understand and communicate better.

Type: Webinar or Onsite

Length: 1 day or 3 hours

Mindfulness for Peak Performance

The course will enable candidates to apply Mindfulness and Emotional Intelligence techniques to reduce stress in everyday lives. 

Type: Webinar or Onsite

Length: 1 day or 3 hours

SHIFT - A Line Managers Resource

A  4 Hr course for managers which will enable them to understand the benefits of supporting employees with Mental Health Issues in the workplace, whilst maintaining the boundaries required at management level.

Type: Webinar or Onsite

Length: 1 day course

Menopause Awareness

Our menopause awareness sessions are aimed at both Managers and Employees and explain what menopause is, why it happens and how self care can be implemented – both at home and in the workplace.

Type: Webinar or Onsite

Length: 120 minutes

Request an Agenda

Get in touch for more information about any of our mental wellbeing courses and resources.

FOR EMPLOYERS

Mental Wellbeing Support for your employees

If you are an employer and want to offer mental wellbeing workshops for your employees, please complete the form and we will be in touch with more information.

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Following a presentation in a lunchtime presentation, I had a 30 min free Teams consultation with John Chadwick from Planned Future. This was a very useful, interesting and helpful review of my finance/investments. Lots of useful advice on platforms I'd not heard of, and fund options I could research. I'd thoroughly recommend John and his company as its a win-win in terms of what I got from this consultation and will consider using his paid service in future. The paid service offered is very competitive.
John gave a brilliant session in my workplace, after which I followed up with him for some more tailored financial advice. He approached our conversation with consideration, sensitivity and patience and helped identify some clear actions and resources to start saving more effectively. I’d highly recommend using Planned Future to anyone - they are approachable and practical.
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!
I recently worked with Planned Future to deliver an excellent session on personal financial planning for my workplace. They 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 despite the session being remote and covering (at times) some potentially dry subjects. 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.
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.
How much does the Mental Wellbeing Training cost?

Mental Wellbeing courses vary in price depending on size and topic. Get in touch with our team for a bespoke quote. 

How is the training delivered?

We can run the training as an online webinar or on-site seminar depending on your preferences. 

How long is each course?

This varies depending on the topic and how much detail you would like us to provide. 

Are they available as eLearning?

We are currently in the process of expanding our eLearning library. See all our eLearning workshops here

Wellbeing events for employees

Request more information about Mental Wellbeing Workshops

Money Guide Service Terms and Conditions

Please read and accept the Terms & Conditions by completing the form at the end of the document. 

  1. INTRODUCTION

This agreement sets out the terms under which our Services are to be provided.

Planned Future Wellbeing Ltd is a leading provider of financial guidance and education. We aim to improve financial literacy for individuals whatever their financial circumstances or status and empower people to make informed, intelligent financial decisions. We offer you an initial 30-minute consultation at a fixed fee which is notified to you at the time of booking. Following our initial discussion, should you decide to book further appointments, the cost for our services is set out in the applicable Email Confirmation.

  1. DEFINITIONS

Ad Hoc Support” means Services that are provided to you on an individual engagement basis.

Email Confirmation” means an email exchange between you and us to confirm the Services to be provided by us to you.

Initial Period” has the meaning given to it in clause 4.

Ongoing Support” means Services that are provided to you on a subscription period basis.

Planned Future”, “we”, “our” or “us” means Planned Future Wellbeing Ltd (company number 09367736).

Privacy Policy” means Planned Future’s privacy policy which is set out on our website here: https://plannedfuture.co.uk/privacy-policy/.

Renewal Period” has the meaning given to it in clause 4.

Services” means the “Money Guide” financial guidance and education services as set out in clause 3 and as more particularly described in the Email Confirmation.

You” and “your” means a client user of the Services.

  1. OUR SERVICE

We will provide financial guidance and education services to you. Financial guidance and education is the process of providing information, signposting, guidance and considering your options on a wide range of financial issues. Our service is impartial. We will not provide any personal recommendations and any investment and/or financial decision made by you will be yours. Where relevant, we will explain the different options available and outline the pros and cons of each. We can provide signposting information to you and provide help with using products and services that are available direct to consumers, but we do so without recommending such products or services. Where appropriate, we can at your request refer you to regulated financial advisers or legal or tax advisers . Every element of our Services is designed to empower you to make your own informed financial decisions, for example understanding your pension scheme options and considering whether you are on track to achieve your financial goals. Following your initial 30-minute consultation, we offer both Ad Hoc Support and Ongoing Support services.

  1. COMMENCEMENT aND TERM

This agreement shall commence on the date that you indicate agreement by email to an Email Confirmation and shall remain in force until terminated in accordance with the Cancellation section below.

Where you have subscribed to Ongoing Support, on the expiry of the initial subscription period (the “Initial Period”) for such Service, this agreement renews automatically for successive periods of such subscription period (each a “Renewal Period”) unless:

  • either party gives the other party not less than 30 days’ notice to terminate prior to the end of the Initial Period or Renewal Period (as applicable), in which case this agreement ends on the expiry of the Initial Period or the then-current Renewal Period (as applicable); or
  • unless terminated earlier in accordance with accordance with Cancellation Section
  1. FEES

Following your initial consultation, should you decide to book further appointments, the fees for our Services are set out in the Email Confirmation.

You must pay the fees for the Services to Planned Future within the period specified in the Email Confirmation or, if no such period is specified, within 7 days following the issue of an invoice by Planned Future.

You must pay the fees by bank transfer or by such other form of payment as agreed by the Planned Future (using such payment details as are notified by Planned Future to you from time to time).

If you do not pay any amount properly due to Planned Future under this agreement and/or an Email Confirmation, Planned Future may charge you interest on the overdue amount at the rate of 3% per annum above the Bank of England base rate from time to time (which interest will accrue daily until the date of actual payment and be compounded at the end of each calendar month).

Changes to fees

 

We may increase the fees for our Services from time to time by providing written notice to you. If you are an Ongoing Support client, where we do make changes to the fees, those changes will not affect you until your subscription is next due for renewal.

  1. ACCURACY OF INFORMATION

 

Any guidance and education provided by us will be based on the information that you give to us, so it is vital that you provide us with accurate information about your circumstances and objectives. If you provide inaccurate information to us, it could affect the suitability of the guidance and education given. You agree that we shall have no liability to you in the event that any information you provide to us is inaccurate or misleading.

  1. CANCELLATION

 

Ad Hoc Support

Where you are a user of Ad Hoc Support services, we may terminate this agreement by giving you at least 10 business days’ written notice. Where you are a user of Ad Hoc Support services, you may terminate this agreement at any time, without penalty. Notice of this termination must be given in writing and will take effect from the date of receipt. Termination is without prejudice to any Services already provided to you. You will be liable to pay for any Services provided to you prior to termination and any fees outstanding, if applicable.

 

Ongoing Support

Where you are a user of Ongoing Support services, you may terminate this agreement at any time by simply informing us in writing. However we reserve the right to charge you for any unused credits in relation to the remainder of the Initial Period or Renewal Period, whichever is applicable. Termination is without prejudice to any Services already provided to you. You will be liable to pay for any Services provided to you prior to termination and any fees outstanding, if applicable.

  1. DISCLAIMER OF LIABILITY

Financial guidance is not an activity that is regulated by the Financial Conduct Authority, and neither we nor our directors, officers, employees or agents are regulated by the Financial Conduct Authority. Planned Future will not offer any advice that is regulated or conduct any other regulated activity, including without limitation holistic advice, simplified advice, advising on which funds to invest in, which mortgage or insurance products to purchase or whether or not to transfer a pension. This means that it is your responsibility to ensure that the actions you take as a result of our financial guidance are right for you. You will not be covered by the government’s Financial Services Compensation Scheme with respect to our Services or by Planned Future if something goes wrong.

If you require regulated services, we may at your request notify a third party of your requirements and refer you to such third party individual or organisation that offers or provides regulated financial advice. If you have more complex needs such that the Services are not suitable, then we may help you find a suitable third party adviser for such needs.

We are not responsible for any guidance, advice or recommendations given to you by a third party adviser, including any third party financial advisers you are referred to by us. If you choose to speak to a third party adviser, you will have to agree to their terms and conditions which are independent of and separate to the terms of this agreement you have with us.

Except for any liability arising from (a) death or personal injury caused by negligence; or (b) fraud or fraudulent misrepresentation; or (c) any other matter for which it would be illegal or void at law for a party to limit or exclude its liability, we exclude and do not accept any liability to you in connection with any loss or damage caused, or alleged to have been caused, directly or indirectly, by the guidance, information, signposting  or options contained, considered or referenced in the Services.

You acknowledge that you take full responsibility for your finances and well-being, as well as the finances and well-being of your family and all financial decisions now or in the future. We are not responsible for any financial decisions or funding decisions that you make, or which you fail to make. You hereby waive any and all claims against us, our directors, officers, employees and agents in relation to the Services or the consequences that may occur as a result of following the guidance, information, signposting or options given under this agreement.

 

Complaints

If you are dissatisfied with the Services we have provided, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us:

 

In writing:                 John Chadwick

Planned Future Wellbeing Ltd

Suite 3, 3rd Floor, Refuge House

Watergate Row South

Chester, England, CH1 2LE

By phone:                 +44 (0) 344 9672567

By email:                   john@plannedfuture.com

Please be assured we treat all complaints seriously and we will endeavour to respond to a complaint within thirty (30) days of receipt of the complaint.  

  1. DATA PROTECTION

To provide the Services properly, we will need to collect information about your personal and financial circumstances. We will only use your personal information to deliver the Services. Full details of what information is collected by us and how it is used can be found in our Privacy Policy. By using the Services and/or agreeing to this agreement, you accept our practices regarding personal data and how it will be treated.

We will never share your data or information with any other third party except when it is directly required to provide the Services you have requested or where you have given us explicit permission in advance.

We shall use appropriate safeguards to maintain the privacy and security of your personal data, as further outlined in our Privacy Policy.

Under data protection laws, you have the following rights:

  • You can ask us for a copy of the personal information we hold about you. We will provide this free of charge, unless your request is repetitive or excessive, in which case we reserve the right to charge you a reasonable fee.
  • You can inform us of any changes to your personal information, or of any corrections you would like them to make to any of the personal information we hold about you.
  • In certain situations, you can ask us to erase the personal information we hold about you, or object to particular ways in which we are using your personal information. Please note that we may need to retain certain information for recordkeeping purposes, to complete any Services that have begun prior to your request, or for other purposes as required or permitted by applicable law.
  • Where we are using your personal information on the basis of your consent, you are entitled to withdraw that consent at any time.
  • Where we process your personal information based on legitimate interest or the public interest, you have the right to object at any time to that use of your personal information.

You may exercise any of the rights set out in the paragraph above by writing to us (by email or by post).  For security reasons we may ask for proof of your identity before disclosing information about you, or to you, via email or over the telephone.

  1. GENERAL

 

Amendments

 

From time to time it may be necessary to amend the terms set out in this agreement. If this is the case we will write to you with details of the changes at least thirty (30) days before the amended terms take effect. Your continued use of the Services shall be deemed to constitute its acceptance of any such revised terms.

 

Communicating with you

We may communicate with you by telephone, post, email or in person. All our communications with you will be in English.

 

Miscellaneous

If any provision or part-provision of this agreement is or becomes invalid, illegal or unenforceable, it will be deemed modified to the minimum extent necessary to make it valid, legal and enforceable. If that modification is not possible, the relevant provision or part-provision will be deemed deleted. Any modification or deletion under this clause does not affect the validity or enforceability of the rest of this agreement.

 

Jurisdiction

This agreement is governed by and should be interpreted in accordance with English law and you agree to submit to the non-exclusive jurisdiction of the English Courts.

 

Legal and accounting advice

Neither we nor our directors, officers, employees or agents are qualified to render legal or accounting advice or to prepare any legal or accounting documents. It is hereby understood and agreed that the onus is on you, the client, to refer to a solicitor or accountant any point of law or accountancy that may arise during the course of discussions with us.

  1. YOUR CONSENT

 

These are our standard client terms and conditions upon which we intend to rely. For your own benefit and protection, you should read these terms carefully before indicating your agreement to an Email Confirmation. If you do not understand any point, please ask for further information.

How can we help?

Planned Future are leading workplace wellbeing education providers.