Online & Onsite Workshops
Financial Education 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.
Workplace financial wellbeing experts
Workplace Financial Education
Help your employees to unlock their financial future with a range of financial wellbeing tools designed to improve productivity and reduce presenteeism.
- Onsite & online financial wellbeing events
- Award-winning financial wellbeing portal
- eLearning for flexible workplaces
- 1-2-1 financial clinics with an FCA regulated adviser
Foundation in Personal Financial Planning
This event covers a range of financial topics to help educate employees in taking positive steps with their finances. 60 minute workshop. Online or onsite.
Mid-Career Financial Planning
Great for workers aged 30+, this course offers an introduction to ways in which workers can invest and maximise their pension.
Pensions and Investing for Growth
A introduction to Investments & Pensions covering ways in which you can Invest and maximise your pensions and finances.
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.
Planning for Life's Financial Challenges
This event covers the different types of financial products you might find and how they can help secure your financial future, whilst dealing with unexpected situations.
Money Mindset
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.
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Award-Winning Financial Wellbeing Portal
- Unlimited questions to expert Money Guides
- Access to live webinars
- Financial guides and fact sheets
- Calculators to help plan for the future
- Videos covering a range of financial topics
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.
The training is of a high quality and impactful with great service and positive outcomes.
EleanorStaff Wellbeing Coordinator | University of Cambridge 
The service is very useful and good value for money. I have found them to be very clear and helpful.
AndyMoney Guide Client
I received objective and supportive advice, and it gave me the opportunity to understand which priorities to concentrate on first and the best way to achieve that. I came away feeling better about being able to regain some control and manage things better.
SarahMoney Guide Client
I have only received positive feedback and questions asking when we can have them again. I highly recommend Planned Future for their excellent customer service, knowledge and professionalism.
DorotaHead of Learning and Organisational Development | Capital City College
I had a meeting with John through the Money Guide Service, and he was absolutely amazing. He was so patient and kind, and explained different aspects of my finances so well. As someone who is slowly becoming more financial literate, the meeting was very helpful, highly recommend it!
AashniMoney Guide Client
Very easy to work with and also very flexible to our needs. Professional delivery of what can be a complex subject matter but done so that is understandable to the audience. Would highly recommend Planned Futures for Financial Planning and Pre-retirement Planning seminars.
MariHR Officer (Staff Development) | Bangor University
We have seen more staff engaging with our financial wellbeing support resources and requesting for more webinars!
Eleanor Staff Wellbeing Coordinator | University of Cambridge
Planned Future were responsive and well organised from the start, and listened to our needs and were able to recommend the best session for us. The facilitator was great, very personable, friendly and engaging. The staff that attended the session all agreed it was very helpful, I'm really glad we were able to organise it and work together with Planned Future.
Gemma Senior People Manager | RCOG
We have worked with Planned Future on several occasions now and each course they have run has been fantastic and engaging.
CarlyPeople Development Manager | University of Reading
Improve Employee Wellbeing
Planned Future offer a range of initiatives to improve the wellbeing of your employees. This means a more engaged, motivated, and efficient workforce.
- Financial & mental wellbeing workshops, seminars & webinars covering a range of topic from Money Mindset to Retirement Planning
- Financial wellbeing eLearning courses
- Award-winning Financial Wellbeing Portal for your Employees
- Money Guide Service - one-to-one guidance and signposting
Discover how financial wellbeing can boost employee performance and strengthen your organisation’s results. Complete the form to learn more:
Workshops, webinars and seminars
A range of expert-led workshops available on site or online. Topics include Retirement planning, Money Mindset, Pensions & Investing, Foundations in Personal Financial Planning, Planning for Redundancy, Planning for Life’s Financial Challenges plus more
eLearning
Comprehensive online learning available for your employees to access 24/7, 365. CPD certified.
Money Guide Service
Employees get a one-to-one 30 minute meeting with a highly experienced Money Guide. This is completely free of charge and is tailored to their specific needs.
Award-Winning Portal
Available on desktop or mobile, our award-winning financial wellbeing portal is packed with helpful tools, guides and calculators to help employees take control of their finances.
