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Category: News

Financial Wellbeing Portal

Financial Wellbeing Online Portal Here at Planned Future, we have been helping organisations to support their employees by improving their financial wellbeing for years. The feedback we receive has always been at the heart of what we do and we believe this has helped us to achieve some of the highest scored reviews in the…
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Recent Feedback

We ask for feedback from every workshop we run to ensure they are engaging and relevant. This has helped us achieve a rate of 99.75% of people who have attended one of our financial wellbeing workshops this year saying they would recommend it to a friend or colleague! You can also take a look at…
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The benefits of implementing a financial wellbeing programme

The Benefits of implementing a financial wellbeing programme The movement on mental health and wellness awareness is becoming more and more prevalent in our society today, and the emphasis is shifting towards financial wellbeing in the workplace. Employers are starting to take note but as many ask, what are the benefits and why should their…
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The Autumn Budget 2018

Philip Hammond, the Chancellor of the Exchequer, delivered his third Budget to Parliament on 29 October 2018 and what should be the last one before Brexit in March next year. What should you take away from this year’s Chancellor’s Autumn Budget 2018? Mr Hammond opened the Budget by declaring it was aimed at hard-working families,…
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We are expanding!

Recently Planned Future has gone through a phase of expansion and can now proudly announce the opening of our new office in central London. The new address in Pall Mall will help us serve our ever-growing client base in the south east of England and support our mission to help organisations educate their staff with…
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Retirement Phases

The New Retirement Mindscape I love collecting articles, I have hundreds related to retirement / post 60 living and I’m reviewing them all. It’s fascinating, many publications that influence my thinking. Some are academic, others very popular. One from Ameriprise Financial compares results from a survey carried out in 2005 and 2010. in 2010 they…
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Autumn Budget 2017

We have prepared a comprehensive guide to Wednesdays Budget which we hope you find useful. You may read the Guide by following this link https://plannedfuture.co.uk/wp-content/uploads/BUDGET2017_SINGLES-1.pdf If you wish to discuss any of the changes please contact us.

What does retirement mean to you?

By Denise Taylor. Some people still take a traditional approach. They reach company retirement age, and move into a different phase. Look at the advertisements and it’s all about cruises and downsizing. This works for some, but others are looking for something different. Some have no plans to retire, they want to keep going till…
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Security and sustainability in defined benefit pension schemes

The government has published a green paper seeking input on several key issues affecting defined benefit pension schemes. These include member protection, funding and investment, scheme affordability and consolidation. Over the last 10 years or so the pensions landscape has changed significantly and there are now few private sector defined benefit schemes with active members,…
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Supreme Court pension ruling on rights of unmarried couples

The Supreme Court yesterday decided that an unmarried cohabitant partner was entitled to receive a survivor’s pension from her deceased partner’s pension scheme. This decision could have a significant knock-on effect on the rules of many UK pension schemes. The case concerned Denise Brewster and William McMullan who, having been together for 10 years, had…
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