0844 967 2567

Bitesize events

Bitesize Financial Education Events

Our bitesize events allow your employees to find out about specific financial topics in bitesize events. 

Bitesize Events

Each event helps to explain a specific financial topic. Employees will be able to interact and ask questions during the event. Our bitesize events include:

Money Management

Personal Budgeting

Savings & Investments

Retirement & Pensions


Financial Protection

The Presenters

All of our events are presented by qualified individuals with the experience to provide accurate guidance. Our financial wellbeing events are hosted by certified money coaches, supported by a team of qualified financial advisers. This allows us to provide both engaging and financially accurate events. 

Customer Reviews

Planned Future has provided retirement and mid-career seminars to staff at Bournemouth University since July 2017. Feedback has always been extremely positive and I believe they provide excellent value for money. Staff at Planned Future are always helpful and are proactive in making recommendations to us as well as being open to our feedback and suggestions. Overall a very positive experience.
Bournemouth University
The sessions were extremely well received and staff appreciated the variety of speakers, including speakers from LGPS, and the quality of information provided. They made a rather dry topic lively and interesting. The sessions were impartial and we would certainly use Planned Future to deliver financial planning workshops for our staff again.
Careers Wales

Event Time

Each bitesize events lasts 25 minutes. 

Learning outcomes

Each event is designed to help educate employees on specific financial topics. They will leave the event with a better understanding 


This event can be presented online using your prefered webinar platform or onsite at your business. 

Why Planned Future?


Of attendees would recommend the event they attended to a friend or colleague

Request Your Bitesize Event

To learn more and have a free agenda prepared, simply complete this form.


0844 967 2567