Financial Protection Explained

Understanding Financial Protection Event

Financial Protection provides peace of mind for life’s unexpected events. While it is important to grow your wealth and live comfortably, it’s also important to protect your family from financial difficulties.

Event Topics

The event, hosted by a qualified Financial Adviser will explore the different types of protection that are available on the market. Keeping in mind your current employee benefits, the adviser will explain how each type of protection works and the costs that can be expected. Topics include:

Health Roulette
Life Assurance
Critical Illness Insurance
Income Protection

The Presenters

Our financial protection event is presented by a qualified Independent Finanial Adviser. All of our advisers hold as a minimum a Diploma in Financial Advice and also include Chartered Financial Advisers.

Customer Reviews

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.

Bournemouth University

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.