0344 9672567
enquiries@plannedfuture.co.uk

Financial Wellbeing Workshops & Webinars

Financial Wellbeing Events

Financial Wellbeing can have a drastic impact on employees day to day life hence why more companies are looking to offer support. One of the simplest ways is to offer Financial Wellbeing webinars and workshops. The events allow employees to find out about specific topics to help them plan for a successful financial future. 

Why Financial Wellbeing is Important

Various studies have been conducted to show that employees financial wellbeing can have a  dramatic effect on how they perform at work. A recent study by Royal London found: 

 

38% of participants said that they worry about an unexpected significant reduction in household earnings/income

34% said that they worry about their financial position changing over the next 2 years

35% are not confident that they will be able to afford the retirement lifestyle that they want

Financial Wellbeing Events

Our Financial Wellbeing events are here to help employees plan for a successful financial future. 

Foundations in Financial Wellbeing

The event provides an introduction to financial wellbeing and explores how your money mindset can influence your spending habits. 

Type: Webinar or Onsite

Length: 1hr

Request Agenda

Foundations in Personal Financial Planning

This event covers a range of financial topics to help educate employees in taking positive steps with their finances. 

Type: Webinar or Onsite

Length: 1hr

Request Agenda

Protecting your Finances

There is a range of financial protection products available on the market. This event covers the different types you might find and how they can help secure your financial future.

Type: Webinar or Onsite

Length: 1hr

Request Agenda

Pensions and Investing for Growth

A introduction to Investments & Pensions covering ways in which you can invest and maximise your pension. 

Type: Webinar or Onsite

Length: 1hr

Request Agenda

Bitesize events

Our bitesize events cover specific financial topics in small manageable events. 

Mortgages

Exploring the costs of purchasing a property, the different types of mortgages and government schemes that can help employees make positive mortgage decisions. 

Type: Webinar or Onsite

Length: 25 minutes

Request Agenda

Money Management

An event that covers day to day money management, including topics on improving your credit score, the positives and benefits of credit cards and considerations to make when looking for a loan. 

Type: Webinar or Onsite

Length: 25 minutes

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Personal Budgeting

This event discusses considerations to make when budgeting. Topics discussed include budgeting hints & tips, understanding taxation, national insurance and saving for the future. 

Type: Webinar or Onsite

Length: 25 minutes

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Financial Protection

A introduction to the types of financial protection that are available on the market and the considerations you should make when searching for a protection product. 

Type: Webinar or Onsite

Length: 25 minutes

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Retirement & Pensions

Providing a brief introduction to retirement & pensions. including topics on state pension, pension consolidation and how to trace a lost pension. 

Type: Webinar or Onsite

Length: 25 minutes

Request Agenda

Savings & Investments

Explaining various ways in which employees can invest & save for a successful financial future.

Type: Webinar or Onsite

Length: 25 minutes

Request Agenda

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. 

Retirement Planning
(Half Day)

This event is designed to help employees make the life step into retirement. It guides participants through a range of financial considerations needed for the next stage in their life. 

Type: Webinar or Onsite

Length: 3hr

Request Agenda

Retirement Planning
(Full Day)

Our full day retirement event not only covers everything financial, but also involves a section on the mental considerations to make when reaching retirement. 

Type: Webinar or Onsite

Length: 6hr

Request Agenda

Financial Awareness During Change (Redundancy)

An event offering guidance to employees that are facing redundancy, whether considering retirement or looking to move into a different role.

Type: Webinar or Onsite

Length: 1hr

Request Agenda

Planning your Retirement Lifestyle

This event is focused on helping employees make the most of their freedom in retirement. This event explores the social and emotional impacts of retirement rather than financial. 

Type: Webinar or Onsite

Length: 2hr

Request Agenda

Pension Events

There has been a spotlight on pensions ever since auto-enrolment was introduced. Our Pension events can help explain the importance of a workplace pension and help support employees affected by the lifetime and annual allowance. 

Your Workplace Pension Explained

This event will provide employees with an overview of their current workplace pension at your organisation.

Type: Webinar or Onsite

Length: 1hr

Request Agenda

Lifetime & Annual Allowance

This event provides support to employees who might be affected by the lifetime and annual allowance. 

Type: Webinar or Onsite

Length: 1hr

Request Agenda

Career Stage Events

An employees financial wellbeing needs will change throughout their career. It’s important to offer events that will cover topics related to their current financial situation. 

Early-Career Financial Planning

Helping support your younger employees plan for a successful financial future. This event covers topics such as personal budgeting, and savings. 

Type: Webinar or Onsite

Length: 1hr

Request Agenda

Mid-Career Financial Planning

As a person approaches the middle of their career, their financial needs will change. This event helps employees adjust to this change and plan for the future taking positive financial steps.

Type: Webinar or Onsite

Length: 1hr

Request Agenda

Pre-Retirement Financial Planning

Approaching retirement is an important part of an employees career. This event covers the  considerations they need to make and how to plan for a successful retirement. 

Type: Webinar or Onsite

Length: 1hr

Request Agenda

Financial Clinics

Employees will be able to speak with a qualified financial planner with a designated time slot.

Financial Clinic

The clinics allow employees to discuss personal financial topics with a qualified financial planner on a one to one basis. 

Type: Webinar or Onsite

Length: Half or Full Day

Make Enquiry

Events By Planned Future

After Event Support

Planned Future offer a range of after event support to help support your staff. With our Financial Wellbeing Programmes, employees gain access to a range of material plus the opportunity to ask questions to a qualified financial planner 24/7.

Qualified Presenters

We use presenters who are experts in their field to present our events. Speakers can include qualified Financial Planners, Money Coaches and Chartered Financial Planners.


Event Management

Our team will work with you to engage your employees to take part and interact with our events.



Open Financial Wellbeing Webinars

Planned Future has a range of open financial wellbeing webinars scheduled throughout the year. As there is no minimum number of attendees, these events are best suited for businesses that have a low number of employees. Complete the below form to request a list of our open events:

Supporting Your Employees Financial Wellbeing

You can find out more about our financial wellbeing events and programmes by completing this form. 

  • 0344 9672567

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