0844 967 2567

Employee Engagement

Engaging your employees

Here at Planned Future, we understand the possible challenges when it comes to staff engagement. That’s why we have put together a package to help support you in getting the word out, allowing as many employees as possible to benefit from your workplace financial education, financial wellbeing & financial wellness programs. 


Learn about your organisation, the employees and how to support them


Producing the presentation and marketing literature to engage staff


Presenting and engaging staff with workplace financial education


Retrieve feedback and update your programme to help engage employees

how we can help


Bespoke web pages designed for your workplace financial education. Fully customised and bespoke, we can include elements such as event agendas, event registration, ask the speaker a question and recent event feedback.

Email Marketing

Designed emails to help invite and engage employees to take advantage of the upcoming seminars & courses

Flyers & Posters

Flyers & posters to position in employee areas such as canteens and staff rooms. Also provided in a PDF to add you your staff Intranet

Questionnaires & Surveys

Whether online or printed, we can provide questionnaires & surveys to help understand what topics are of most interest

What Our Clients say

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

Planned Future were really easy to work with and both seminars (Retirement & Mid-career financial planning) were well run with trainers providing substantial and in-depth knowledge on a variety of topics. These seminars generated interesting discussions and provided many useful new insights for delegates to take away.

Oxford City Council

All marketing support included along with any seminar booked

Would like to learn more?

We hold a variety of workplace financial education seminars & courses for organisations big and small throughout the UK. Simply fill out the form on the right to find out more. 


0844 967 2567