Employee Financial Wellness
Employee Financial wellness means your workers are in control of their money, allowing them to meet current financial obligations, feel secure, and stay on track for future goals.
Help improve your employees’ financial wellness with expert-led training, support and information. Planned Future are specialist providers of workplace financial wellness training and have designed a in-depth process to allow employers to implement a successful and measurable programme.
Employee Financial Wellness Workshops
Our CPD Certified workplace financial wellness workshops help your employees plan for a successful financial future.
- All Events
- Retirement Planning
- Financial Wellbeing
- Bitesize
- Financial Clinics
Financial Planning for Your Retirement
This CPD Certified Financial Planning for Your Retirement session covers the financial implications of retirement, state pension entitlement, occupational pension schemes and begin the process of planning for a successful retirement.
This webinar is led by a qualified financial adviser.
Mortgages
Exploring the costs of purchasing a property, the different types of mortgages and government schemes that can help employees make positive mortgage decisions.
Type: Webinar or Seminar
Length: 25 minutes
Money Management
An event that covers day to day money management, including topics on improving your credit score, the positives and benefits of credit cards and considerations to make when looking for a loan.
Type: Webinar or Seminar
Duration: 25 minutes
Personal Budgeting
This event discusses considerations to make when budgeting. Topics discussed include budgeting hints & tips, understanding taxation, national insurance and saving for the future.
Type: Webinar or Seminar
Duration: 25 minutes
Protection
This bitesize event will help your employees protect their finances during difficult times, such as ill health. It will cover life assurance, income protection and different support methods.
Type: Webinar or Seminar
Duration: 25 minutes
Retirement & Pensions
This bitesize event briefly covers the basics of different pensions types, consolidation, retirement planning and tracing lost pensions.
Type: Webinar or Seminar
Duration: 25 minutes
Savings & Investments
Attendees will learn about short, medium and long term saving strategies, Personal Savings Allowances, risks when investing and building a better portfolio.
Type: Webinar or Seminar
Duration: 25 minutes
Financial Clinic
Attendees will learn about short, medium and long term saving strategies, Personal Savings Allowances, risks when investing and building a better portfolio.
Type: Webinar or Seminar
Duration: 25 minutes
Money Guide Service
Speak to a Money Guide and get help and support with one or more financial issues you have in the form of guidance, information, signposting and considering your options.
The Money Guide Service from Planned Future offers a video or telephone meeting with an experienced Money Guide who’s information can empower you to make your own informed financial decisions.
