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. 

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

Aldford House
Bell Meadow Business Park
Pulford
Chester
CH4 9EP

Telephone:
0844 967 2567

PLANNED FUTURE IS REGISTERED IN ENGLAND AND WALES AT ALDFORD HOUSE, BELL MEADOW BUSINESS PARK LANE, PULFORD, CHESTER, CH4 9EP
UNDER COMPANY REGISTRATION NUMBER: 9367736

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