0844 967 2567
enquiries@plannedfuture.co.uk

Financial Wellbeing
Programmes

Employee Financial Wellbeing Programmes

Our employee financial wellbeing programmes are here to support your employees with everything financial. Our three packages have been designed to help support and educate your employees on the financial topics they request. Regular feedback and a financial wellbeing score will be provided to measure the effectiveness of each programme. 

Financial Wellbeing Score

Our team will provide your organisation with a financial wellbeing score prior to the programme commencing. At the end of the programme, we will measure the effectiveness and provide you with a new score following our online survey. 

12 -24 Month Support

Our programmes are implemented over a 12 or 24 month period allowing us to cover as much topics and issues your employees are facing. If you are looking for something a bit shorter, you can view our financial education workshops

Qualified Financial Planners

All of our Financial Advisers are fully qualified Advisers and active members of the Chartered Institute of Insurance (CII). The Financial Adviser is employed by a firm of Chartered Financial Planners and will have the relevant resources and support to provide your employees with financial wellbeing advice.

Regular Feedback

Our team will provide you with feedback following every event and at key stages throughout your programme allowing you to measure the success.

Online programmes

Planned Future are able to support you employees with a range of online financial wellbeing programmes. The online programmes come with a range of webinars, financial guides, calculators and more.

Onsite Programmes

Onsite financial wellbeing programmes allow our speakers to attend your place of work. Financial clinics, seminars and workshops can be held along with additional online resources in between events.

Choose the perfect plan

The below financial wellbeing programmes are offered over a 12 or 24 month period. If you have something specific in mind not included below, just let us know. We regularly prepared bespoke financial wellbeing programmes for a range of organisations. 

Bronze

  • 3 Onsite Financial Wellbeing Days
  • 3 Financial Wellbeing Webinars
  • Financial Wellbeing Score
  • Event Marketing Literature
  • Follow up Clinics
  • Free Employee Financial Guidance
  • Discounted Financial Advice
  • Bespoke Workshops
  • Company Branded Presentations
  • Financial Wellbeing Survey
  • Financial Packs
  • Online Financial Wellbeing Portal
  • Monthly Financial Guides
  • Financial Videos

Gold

  • 9 Onsite Financial Wellbeing Days
  • 9 Financial Wellbeing Webinars
  • Financial Wellbeing Score
  • Event Marketing Literature
  • Follow up Clinics
  • Free Employee Financial Guidance
  • Discounted Financial Advice
  • Bespoke Workshops
  • Company Branded Presentations
  • Financial Wellbeing Survey
  • Financial Packs
  • Online Financial Wellbeing Portal
  • Monthly Financial Guides
  • Financial Videos

Silver

  • 6 Onsite Financial Wellbeing Days
  • 6 Financial Wellbeing Webinars
  • Financial Wellbeing Score
  • Event Marketing Literature
  • Follow up Clinics
  • Free Employee Financial Guidance
  • Discounted Financial Advice
  • Bespoke Workshops
  • Company Branded Presentations
  • Financial Wellbeing Survey
  • Financial Packs
  • Online Financial Wellbeing Portal
  • Monthly Financial Guides
  • Financial Videos

Frequently asked questions

Yes, e do offer bespoke programmes. Our packages can be altered to include more or less of a certain item. 

If you would like to receive a cost for one of our packages, simply contact us using the below form. 

Our follow up clinics allow your employees to speak with a qualified financial adviser on a one to one basis to go over more personal topics.