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At Planned Future, we are able to offer courses for employees from hire to retire. Not only can these workshops be carried out at your place of work, we also offer to provide employees with financial education webinars. If you have a large amount of employees who are based off site, this could be for you.
Courses designed to support an organisation with a wide spectrum in demographics. The seminars can be tailored and made bespoke going as far as allowing employees to choose what topics will benefit them most.
We received a variety of feedback from our Pre-Retirement seminars and one point stood out. Many delegates wished they knew this information earlier, so we developed this mid-career seminar to help.
Seminars & Courses to help support employees approaching retirement. Courses will cover both financial and emotional considerations to make your employees feel confident taking the next step of their life.
Our coronavirus and your finances webinar is designed to keep your employees up to date with the on going situation. The webinar itself is updated regularly to be sure all information is accurate.
When people start working and contributing to pensions this is when they can make the most dramatic changes. We want to help support people early in their careers to help with the future.
We run a variety of pension courses from helping people with annual and lifetime allowances to helping demonstrate to employees the benefits they receive from their pension scheme.
We offer a four stage approach to help organisations in times of change. If you are looking for something a bit tailored we can help. Examples of bespoke courses include general financial wellbeing.
Unfortunately redundancies happen and when they do we are able to offer bespoke redundancy courses not only to cover financial aspects but the possible emotional implications.
Specialist Webinars to provide employees with an introduction to the main types of tax efficient savings and investments.
With Planned Futures webinar follow up service your employees will be able to speak with a qualified financial planner. Following the event, employees will be re-directed to a booking page. This will allow then to book a time slot to ask any questions they may have.
Questions can be about the webinar or any other financial question.
As with all our events, we will provide detailed feedback following each webinar.
We make sure all out webinars are engaging by allowing attendees to ask questions live. Alternatively, if someone has a more complex question, we can provide out follow up service. This allows all attendees to speak with an advisers on a personal basis for a specific time slot.