0844 967 2567
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 way 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 Workshops & Webinars

Financial Wellbeing Foundations

The event provides an introduction into financial wellbeing covering key points to make the most out of your financial future. 

Type: Webinar or Onsite

Length: 1hr

Financial Protection

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

Investments & Pensions

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

Type: Webinar or Onsite

Length: 1hr

Money & Mental Health Agenda

Employees will benefit from training by a qualified Mental Health First Aider (MHFA) who will explore the correlation between money and mental health, and how employees can take steps to improve their financial future.

Type: Webinar or Onsite

Length: 1hr

Bitesize 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

Money Management

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. 

Type: Webinar or Onsite

Length: 25 minutes

Personal Budgeting

Considerations to make when budgeting. We will covering budgeting hints & tips, understanding taxation, national insurance and saving for the future. 

Type: Webinar or Onsite

Length: 25 minutes

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

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

Savings & Investments

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

Type: Webinar or Onsite

Length: 25 minutes

Preparing for retirement

Retirement Planning

Designed to help employees make the life step into retirement. Covering a range of financial considerations to make for the next stage in their life. 

Type: Webinar or Onsite

Length: 3hr

Retirement Planning

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

Financial Awareness During Change

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

Pensions Explained

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

Events By Planned Future

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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 ability to ask questions to a qualified financial planner 24/7.

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Qualfied Presenters

Our financial presenters hold as a minimum a diploma in financial planning. Our team also includes Chartered Financial Planners and Fellows of the Personal Finance Society.


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Onsite and Online

All of our events can be presented as a webinar or onsite at your place of work.




Supporting Your Emploees Financial Wellbeing

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

Chester

0844 967 2567

London

020 7692 0567

Event Enquiry

Agenda Request

Complete the form and a member of our team will send across your event agenda.

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