Financial Wellbeing Portal
- Unlimited questions to Qualified Financial Advisers
- Access to live webinars
- Financial guides and fact sheets
- Calculators to help plan for the future
- Videos covering a range of financial topics
Financial Wellbeing At Work
Help your employees to unlock their financial future.
- Onsite & Online Financial Wellbeing Events
- Financial Wellbeing Portal
- Wellbeing Programmes
Online & Onsite
Financial Wellbeing Events
With over 30 different financial wellbeing events plus bespoke workshops, you can be sure that our team will will find the best events for your employees.
Foundation in Personal Financial Planning
This event covers a range of financial topics to help educate employees in taking positive steps with their finances.
Foundation in Financial Wellbeing
The event provides an introduction to financial wellbeing and how your money mindset can influence your spending habits.
Pensions and Investing for Growth
A introduction to Investments & Pensions covering ways in which you can Invest and maximise your pensions and finances.
Protecting your Finances
This event covers the different types of financial products you might find and how they can help secure your financial future.
Preparing for Retirement
Retirement is one of the most life-changing events that can take place. Our retirement events help employees prepare for a successful retirement both financially and mentally.
Money Management
An event that covers day to day money management. Inlcuding topics on improving your credit score, the positives and benefits of credit cards and considerations to make when looking for a loan.
Client Feedback
We have supported 1000’s of employees throughout the UK to help improve their Financial Wellbeing.
Bournemouth University
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.
Trusted By
Financial Wellbeing at Work
You can find out more about financial wellbeing at work with Planned Future by completing the form or contacting us on the below number.
- 0344 9672567
Need help? Call our support team on 0344 9672567
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
Head Office
Suite 3
3rd Floor
Refuge House
33-37 Watergate St
Chester
CH1 2LE