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Planned Future

Workplace Financial Wellbeing

  • 0344 9672567
  • enquiries@plannedfuture.co.uk
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FINANCIAL WELLBEING WORKSHOP

Money Essentials: What School Didn't Teach You

Data from our ongoing financial wellbeing research shows that 85% of UK workers received no financial education at all in school – and if the other 15% did, they can’t remember it. 

In just one hour, your employees will learn all the financial basics they never learned in school.

  • 1 hour webinar, seminar or hybrid
  • Up to 50 attendees
  • FREE post event resource pack for all attendees

In this 60 minute workshop attendees will learn how to:

  • Better understand their income and outgoings
  • Set up a safety net
  • Take control of borrowing
  • Plan for the future
Learn more
  • Understand your payslip, tax and student loan
  • Build a budget and a rainy-day fund
  • Borrow wisely and protect your credit score
  • Make the most of your workplace pension and plan for a first home
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The training is of a high quality and impactful with great service and positive outcomes.
EleanorStaff Wellbeing Coordinator | University of Cambridge
Eleanor
The service is very useful and good value for money. I have found them to be very clear and helpful.
AndyMoney Guide Client
Andy
I received objective and supportive advice, and it gave me the opportunity to understand which priorities to concentrate on first and the best way to achieve that. I came away feeling better about being able to regain some control and manage things better.
SarahMoney Guide Client
Sarah
I have only received positive feedback and questions asking when we can have them again. I highly recommend Planned Future for their excellent customer service, knowledge and professionalism.
DorotaHead of Learning and Organisational Development | Capital City College
Dorota
I had a meeting with John through the Money Guide Service, and he was absolutely amazing. He was so patient and kind, and explained different aspects of my finances so well. As someone who is slowly becoming more financial literate, the meeting was very helpful, highly recommend it!
AashniMoney Guide Client
Aashni
Very easy to work with and also very flexible to our needs. Professional delivery of what can be a complex subject matter but done so that is understandable to the audience. Would highly recommend Planned Futures for Financial Planning and Pre-retirement Planning seminars.
MariHR Officer (Staff Development) | Bangor University
Mari
We have seen more staff engaging with our financial wellbeing support resources and requesting for more webinars!
Eleanor Staff Wellbeing Coordinator | University of Cambridge
Eleanor
Planned Future were responsive and well organised from the start, and listened to our needs and were able to recommend the best session for us. The facilitator was great, very personable, friendly and engaging. The staff that attended the session all agreed it was very helpful, I'm really glad we were able to organise it and work together with Planned Future.
Gemma Senior People Manager | RCOG
Gemma
We have worked with Planned Future on several occasions now and each course they have run has been fantastic and engaging.
CarlyPeople Development Manager | University of Reading
Carly

FREE EMPLOYER CHECKLIST

Supporting staff with the cost of living

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.

Request agenda

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

Learn more

Request Agenda

Complete the form and our team will be in touch with a more detailed agenda for the Money Essentials: What School Didn’t Teach You workshop.

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