Why Every Workplace Needs A Financial Wellbeing Policy

Money is one of the biggest sources of stress for employees today. Rising living costs, unexpected expenses, and personal financial pressures don’t just affect people at home but also in the workplace.
For employers, that means lower productivity, higher absenteeism, and increased turnover. But there is a solution and it starts with implementing Financial Wellbeing Policy.
Creating a Workplace Where Employees Feel Comfortable Talking About Money

With the cost of living continuing to rise, money is on everyone’s mind — but rarely spoken about especially not in the workplace. Despite the rising cost of living and increasing financial stress, many employees still feel uncomfortable discussing their money worries at work. Studies show that more than 50% of UK employees don’t feel able to talk to their employer about financial concerns*.
The Case For A Financial Wellbeing Package

Money worries are the number one cause of stress for UK employees today. Research shows almost half of UK workers cite money as their biggest source of stress costing businesses over 15 million lost workdays every year (CEBR Report For Aegon, 2021).
Not only does this impact employees on a personal level but on a professional level too. Employees who are financially stressed are less focused, less productive, and more likely to take time off. For organisations, that translates into lost output, lower engagement, and higher turnover.
Four Ways To Improve Employee Financial Wellbeing In 2025

In recent years, the conversation around workplace wellbeing has expanded beyond the traditional focus on mental and physical health. One critical aspect that often gets overlooked is the profound impact of financial worries on employee wellbeing. Financial stress is not just a personal issue; it significantly affects workplace productivity, morale, and overall success of an organisation.
Celebrating Our Commitment with B Local Cheshire!

A few weeks ago, we joined our fellow Cheshire-based B Corp companies to celebrate our B Local status at the iconic Chester Zoo! It was an inspiring evening filled with shared stories, new connections, and exciting discussions about sustainable change in the local area, all made possible by our hosts at Entyce Creative. We’re already looking forward to our next opportunity to come together as a B-Local community and further our positive impact in Cheshire.
Workplace Wellbeing – The Overlooked Impact of Financial Worries

In recent years, the conversation around workplace wellbeing has expanded beyond the traditional focus on mental and physical health. One critical aspect that often gets overlooked is the profound impact of financial worries on employee wellbeing. Financial stress is not just a personal issue; it significantly affects workplace productivity, morale, and overall success of an organisation.
Top Financial Resource Signposting To Help You Stay On Track

Managing finances can feel overwhelming, especially with so much information available online. Identifying credible and reliable resources can be challenging, but there are many helpful tools that you can and should take full advantage of. This post will guide you through some of the best financial resources, recommended by the Planned Future team, from apps to websites and educational tools that can help you manage your finances and stay on track.
The Importance of Financial Wellbeing Support in The Workplace

Did you know 60% of workers report feeling anxiety about their finances? * This issue not only impacts personal life but also the workplace affecting productivity and overall job satisfaction.
The Benefits of One-To-One Money Guidance

Navigating personal finances can be overwhelming for all of us! Whether you’re wanting to learn more about the basics of finances, managing investments or planning for retirement, the guidance of an expert can be invaluable. This is where one-to-one money guidance, such as our Money Guide Service, can be extremely useful. At Planned Future, we aim to improve financial literacy for all individuals, empowering them to make their own well-informed financial decisions.
Choosing The Right Support For Employees’ Financial Wellbeing

With the rise of inflation over recent years it’s no surprise that financial stress is a top concern for many employees.