Financial Wellbeing In the Workplace

Financial Wellbeing in the workplace

More and more organisations today are taking note of the importance of supporting their employees with financial wellbeing at work. For instance, reports carried out in 2017 by the Chartered Institute of Personnel and Development found that almost 4 in 10 (38%) of employees who feel under pressure at work on a daily basis also say that personal financial pressures impact their job performance. Planned Future, specialist providers of workplace financial wellbeing, have designed a personalised process to allow employees to implement a successful and measurable programme.

financial wellbeing workshops & webinars

General Financial Wellbeing

Courses designed to support an organisation with a wide spectrum in demographics. The seminars can be tailored and made bespoke going as far as allowing employees to choose what topics will benefit them most.

Mid-Career

We received a variety of feedback from our Pre-Retirement seminars and one point stood out. Many delegates wished they knew this information earlier, so we developed this mid-career seminar to help.

Pre-Retirment

Seminars & Courses to help support employees approaching retirement. Courses will cover both financial and emotional considerations to make your employees feel confident taking the next step of their life.

Early Career

When people start working and contributing to pensions this is when they can make the most dramatic changes. We want to help support people early in their careers to help with the future.

Bespoke Workshops

We regularly run bespoke workshops for organisations throughout the UK. If you don’t see what you are looking for, let us know.

Pension Courses

We run a variety of pension courses from helping people with annual and lifetime allowances to helping demonstrate to employees the benefits they receive from their pension scheme.

Tax Efficient Investments

Specialist seminars to provide employees with an introduction to the main types of tax efficient savings and investments.

Redundancy Courses

Unfortunately redundancies happen and when they do we are able to offer bespoke redundancy courses not only to cover financial aspects but the possible emotional implications.

Lifetime Allowance

We offer a four stage approach to help organisations in times of change. If you are looking for something a bit tailored we can help. Examples of bespoke courses include general financial wellbeing.

WHat will be covered in a financial wellbeing workshop?

During our workshops we guide your employees through our four point plan. Although topics from each section can be chosen by your employees, we make sure that they understand and take away certain information to help support them.

Manage your daily finances

Keep track of your everyday spending, ensure your debts and financial responsibilities are prioritised and suitable.

Topics may Include:

Personal Budgeting
Debt Management
Money Management
Mortgages
Understanding Tax

Be prepared for a rainy day

Build a buffer to help absorb unforeseen expenses.

Topics may Include:

The bigger picture

Helping you develop a clear path to your financial future.

Topics may Include:

Retirement Planning
State Pension
The Effect of Inflation
Understanding your Pension
Estate Planning

Widen your horizons

With the help of financial counselling and resources, have confidence in making decisions about your finances.

The Programme Process

1. Learn

A member of our team will meet with you in person or discuss over the phone to learn more about your organisation and how we can support your employees.

2. Survey

We will design an online survey to help understand your employees and the topics we need to cover.

3. Design

Based on the survey results, our team, in partnership with a firm of chartered financial advisers will produce your program. You will receive a recommended programme along with the survey results.

4. Marketing

Our marketing team will provide literature to help get the word out. We can produce flyers, email templates, desk drops, microsites and more.

5. Implement

The date has arrived. An independent financial adviser who is employed by firm of chartered financial planners will carry out your first workshop whether by webinar or on site. Following the workshops, attendees will receive a financial pack and a feedback form to help us measure the success.

6. Review

We will review the feedback from the seminar and provide an update to you or your team with an action plan to move forward with.

Financial Wellbeing Survey

Our survey allows you to focus in on which topics will benefit your employees the most. The survey includes a range of topics and question to help us understand your organisation and how we can improve the employees financial situation. Following the survey a full report will be sent to you along with a recommendation.

Financial Wellbeing Portal

Providing workshops and programs are great for employees, but how do you support them during the time in between? Planned Future have developed a portal that gives your employees access to financial guides that are updated monthly, access to ask any questions they wish to a qualified financial planner and information and links to useful resources.

FINANCIAL GUIDANCE & Advice FOR EMPLOYEES

At Planned Future, we believe its important for employees to have access to financial guidance. Our team are able to provide your employees with access to financial guidance from a team of highly qualified financial advisers. Financial guidance can be offered ether online using our online portal or scheduled video calls. Alternatively, financial clinics can be provided through face to face appointments at your organisation.

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 prepare bespoke programmes for a range of organisations.

Bronze

Gold

Financial Wellbeing