0844 967 2567

Financial Wellbeing Portal

Employee Financial Wellbeing Portal

Planned Future have been working closely with organisations for years, providing them with the support and tools to help their employees improve their financial wellbeing. Although we continuously receive exceptional feedback from our workshops, we wanted to go further by offering a platform to support employees available 24 hours a day, 7 days a week. Our financial planners and web development team have collaborated to produce our Financial Wellbeing Portal to offer financial advice and support through our easy access portal. 

Financial Wellbeing Portal

Our online financial wellbeing portal has been designed to supply to your employees. Planned Future will provide you with an online personilised registration page to allow your employees to register. The portal includes a wide range of financial information including guides, videos , calculators and more.

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Included within
The Financial Wellbeing Portal

Financial Guides

A range of financial wellness guides with an additional guide added every month.


8 financial videos to help employees understand specific financial topics.

Ask a Question

The ability to ask a financial question to a team of qualified financial planners.


The ability to access and register for a range of live financial webinars.

Fact Sheets

Various financial fact sheets covering a range of financial topics an scenarios.


A range of online financial calcultors to help your employees plans for the future.

Fully Branded Financial Wellbeing Portals

Each portal will be bespoke, built around your organisation and brand, using your logo and colour scheme. Every month new guides will be added, frequently asked questions will be updated and feedback will be sent to you and your team to help you understand your employees’ needs. Your employees will have access to the portal to an extensive range of financial planning guides, access to and direction to useful links and resources, as well as experienced financial advisers to answer any questions.

Would like to learn more?

The Planned Future financial wellbeing portal has been introduced as a cost effective method of supporting employees with financial wellbeing. 

If you would like to learn more about offering a financial wellbeing portal to your employees, simply complete the form on the right. 


0844 967 2567


020 7692 0567