Planned Future

Employee Financial Wellbeing

Planned Future‘s financial wellbeing days incorporate a range of workshops and clinics to support a mix of employees. These days can be made bespoke to fit around your organisation or provided as a ready made event. 

Included Within Your Financial Wellbeing Day

Financial Wellbeing days are a great way to cover a range of employees offering workshop and one to one support. Within a day your employees will be invited to attend a range of workshops. Following each workshop employees will have the option to discuss any of the topics with the speaker on a personal basis. Every member of staff that attends will then receive access to a free consultation with a qualified financial planner who will happy to discuss personal queries with them. 


A range of short, interactive financial wellbeing workshops will be prepared for employees.

Financial Clinics

Following each event, employees will have the opportunity to sit down and speak with a qualified financial planner on a one to one basis.

Online Support

After the day, employees will be invited to sign up to our online portal providing a range of resources.

Trusted By

Some Planned Future clients


This event can be presented online using your preferred webinar platform or onsite at your business. 

Event Time

The financial wellbeing days run for a whole day. Each workshop tends to be scheduled for an hour with an hour clinic to follow. 

Learning outcomes

Employees will cover a range of financial topics to help increase their understanding. They will also have the opportunity to discuss their own personal situation with the speaker following the workshop.

Get Started

Planned Future are able to hold a range of events for organisations throughout the United Kingdom. To learn more and have a free agenda prepared, simply complete the form on the right.