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Planned Future

FINANCIAL WELLBEING WORKSHOP

Grow More,
Keep More

Your workers likely already save into a pension and perhaps an ISA. This workshop goes further: how investments really behave, which tax wrappers to use, how to get the most from pension tax relief and how much before they need to stop work.

It’s practical and jargon-free, follows one worked example throughout, and helps your employees’ money grow more while they keep more of it after tax.

In this 60 minute workshop attendees will get the answers to key questions:

FREE EMPLOYER CHECKLIST

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10 practical steps for employers. Money worries don’t stay at home. Most of these steps cost little or nothing, and you could start several this month.

Workshop details

Download a copy of the presentation to look back on.

Locations

This event can be presented online using your preferred webinar or onsite for an additional charge.

Duration

This event lasts 1 hour and includes time for questions. 

Learning outcomes

Learn all the financial basics they were never taught in school.

Presenters

Our financial wellbeing events are hosted by Money Guides, supported by a team of qualified financial advisers.

This allows us to provide both engaging and financially accurate events. 

We have worked with Planned Future on several occasions and each course they have run has been fantastic and engaging

People Development Manager | University of Reading

Request Agenda

Complete the form and our team will be in touch with a more detailed agenda for the Grow More, Keep More workshop.

Are you doing enough to support your employees' financial wellbeing?