Planned Future

Financial Wellbeing at Work

More and more organisations today are taking note of the importance of supporting their employees with financial wellbeing at work. A CIPD study found 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 Financial Wellbeing at Work, have designed a personalised process to allow employees to implement a successful and measurable programme.

Financial Wellbeing Portal/App

Our online financial wellbeing portal has been designed to help improve your employees financial wellness online.

The portal includes a wide range of financial information including guides, videos , calculators and more.

Financial Wellbeing Clinics

Planned Future’s financial wellbeing clinics allow your employees to speak with an Independent qualified financial adviser on a one to one basis – in person or by video call.

Our team will prepare you an online booking platform to allow employees to book 30 minute slots. All of our advisers  hold a level 4 diploma in regulated financial advice. We also have a range of Chartered financial advisers to help your employees. 

Financial Wellbeing Days

Financial Wellbeing days combine an event with a clinic. A financial adviser will carry our a workshop in the morning followed by one to one consultations afterwards. 

Financial Wellbeing Events

Our financial wellbeing events can be held as an online webinar or on-site workshop. Every event will come with a bespoke marketing package to help get the word out to your employees. Following each event, we will also gain feedback to help you measure the effectiveness of each workshop. 

Bespoke Wellbeing Events

Our team can build you a bespoke event based around the topics requested by your employees. We will create an only survey to distribute and then use the results to build your event. 

Why Planned Future

Our Financial Wellbeing Events

Programme Discount

We can offer discounts to your financial wellbeing events when arranging a programme.

Qualified Speakers

We only use MoneyCoaches or Qualified Independent Financial Advisers.

Employee Engagement

All of our events come with a bespoke events management package to help in the promotion.

Financial Wellbeing at Work

You can find out more about financial wellbeing at work with Planned Future by completing the form or contacting us on the below number.