Workplace Financial Education
Help your employees to unlock their financial future.
A new, modern employee benefit
Online & Onsite
Financial Education Webinars & Courses
Over 25 events categorised into three career stages.
Early-career financial planning
Helping support your younger employees plan for a successful financial future. Covering topics such as personal budgeting, and savings.
Mid-career financial planning
As a person approaches the middle of their career, their financial needs will change. This event helps employees plan for the future and take positive financial steps.
Pre-retireent financial planning
Approaching retirement is an important part of an employees career. This event covers considerations they need to make and how to plan for a successful retirement.
About Planned Future
Your financial Education experts
One of the simplest ways to help improve employees Financial Wellbeing is to offer webinars and workshops. The events allow employees to find out about specific topics to help them plan for a successful financial future.
- 20+ Years of providing Workplace Financial Education
- Qualfied and experienced presenters
- Pick from over 25 events
Financial education made simple
Find your financial education event
1
Request event list
Request a list of over 25 financial education and wellbeing events.
2
Pick your event
Chose your event, all available online and onsite.
3
Book your event
Pick a date & time for your event and receive your marketing package.
Financial Education Clients
We’ve helped improve the financial future of thousands of employees
Careers Wales
★★★★★ 5/5
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.
Oxford City Council
★★★★★ 5/5
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.
Bournemouth University
★★★★★ 5/5
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.
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Workplace financial education
Request a list of financial wellbeing and financial education events for your employees.
Head Office
Suite 3
3rd Floor
Refuge House
33-37 Watergate St
Chester
CH1 2LE
Telephone:
0344 847 6766
PLANNED FUTURE IS REGISTERED IN ENGLAND AND WALES AT SUITE 3,3rd FLOOR, REFUGE HOUSE, 33-37 WATERGATE STREET, CHESTER CH1 2LE UNDER COMPANY REGISTRATION NUMBER: 9367736