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Financial Wellbeing

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. 


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. 


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. 

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

Build a buffer to help absorb unforeseen expenses.

Topics may Include:

  • Investments 
  • ISA’s
  • Regular Savings
  • Bank & Building Societies 
  • Family Protection
  • Protecting your Income

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

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 y