Financial Wellness In the workplace
Most organisations whether Public or Private Sector, understand the importance of helping their staff to improve their overall financial wellness as they progress through their career. Equally important is helping employers to prepare for the changes which arise on retirement from the organisation or redundancy. This is why many employers across the UK look towards Planned Future for their workplace financial wellbeing and financial wellness support.
How to support employees with Financial Wellness
The Planned Future process allowing employers to support their employees and increase their overall financial wellness.
Financial Wellness Workshops
Below are just some of the ready made financial wellness workshops we have to offer at Planned Future.
Planned Future, specialist providers of workplace financial education, have designed a personalised process to allow employees to implement a successful and measurable workplace financial wellbeing plan.
Tax Efficient Investments
Specialist seminars to provide employees with an introduction to the main types of tax efficient savings and investments.
WHAT DOES FINANCIAL WELLNESS COVER?
As every organisation is unique we work hard to make all of our financial wellness programme. bespoke and relevant to your employees. Following step 2, after the survey results have been collected, we get to work on designing your programme. Every programme is separated into three sections to ensure your employees understand; how to manage their finances, being prepared for a rainy day, understanding the bigger picture and having access to additional resources. Below is an example of what might be covered in each section.
Keep track of your everyday spending, ensure your debts and financial responsibilities are prioritised and suitable. Topics can include personal budgeting, debt management, mortgages and more.
Build a buffer to help absorb unforeseen expenses. Topics can include Investments, regular savings and family protection.
Helping you develop a clear path to your financial future. Topics can include retirement planning, the effect of inflation and understanding your pension.
With the help of financial counselling and resources, have confidence in making decisions about your finances.
A Financial Wellness Programme
All of our financial wellness programmes are designed so all employees will benefit. Because of this, we make sure we offer a range of means to help interact with employees.
On Site Workshops & Webinars
Within a financial wellness programme, you will receive a number of on site workshops tailored towards your employees. The workshops will vary depending on your organisation demographics with the length ranging between a brief 30 minute to a full day event. All workshops will also come with a webinar version for off site employees.
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.
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 guidance can be provided through face to face clinics at your organisation.
What makes Planned Future stand out
Would recommended the workshop they attended to a friend of colleague
Implementing your programme
Find out more about Implementing a financial wellness programme.
If you are looking to implement a financial wellness programme to your employees, let us know. All our programmes are made bespoke and if you don’t see what you are looking for, we do take requests.