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.

Videos

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.

Webinars

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

Survey

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

Calculators

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

A Personlised 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.

Request Information

Qualified 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 Planners. Providing reassurance 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 to include including topics such as: