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Financial Wellbeing Platform

Online Financial Wellbeing for Employees

Planned Future, leading suppliers of Workplace Financial Wellbeing. Our experience over the years has led hundreds of organisations to turn to us to help improve their employees financial future. With our Financial Wellbeing Platform, you employees can access support 24/7 from guides, videos, calculators and most importantly, having the ability to ask a question to a qualified Financial Adviser.

Included Within The Platform

Financial Guides

A range of financial wellness guides with an additional guide added every month.


Financial videos to help employees understand specific financial topics.

Ask a Question

The ability to ask a financial question to a team of qualified financial planners.


The ability to access and register for a range of live financial webinars.


Allowing your employees to measure their own Financial Wellbeing over time.


A range of online financial calculators to help your employees plan for the future.

Personalised Platform

Every Financial Wellbeing Platform is created bespoke, including your companies logo and colour scheme. You will receive regular reports that will allow you to measure and see the improvements being made to your workforce financial wellbeing.

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Financial Guidance

The platform will allow staff within your organisation to ask a question to a qualified Financial Adviser employed by a firm of Chartered Financial Planner, so you can beĀ  reassured that the guidance your staff receive is both accurate and up to date.

Live Webinars

Your portal will be loaded with a range of live webinars to help educate your employees on specific financial topics. Our team will provide you with a range of different webinars including topics such as:

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Get Started

You can request more information regarding our Financial Wellbeing Platform by completing the form on this page.