0844 967 2567

Financial Wellness

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. 

The process

How to support employees with Financial Wellness

The Planned Future process allowing employers to support their employees and increase their overall financial wellness. 

1.) Learn

A member of our team will meet with you to learn more about your organisation.

3.) Design

Based on the survey results, our team will produce your program. You will receive a recommended agenda along with the survey results.

5.) Implement

The date has arrived for the first workshop. An independent financial adviser who is employed by firm of chartered financial planners will carry out your program whether by webinar or on site. Following the workshops, attendees will receive additional information on the topics by email along with a feedback survey.

2.) Survey

Our online financial wellness survey will be supplied to help understand your employees.

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.

6.) Review

We will review the feedback from the workshop and provide a recommendation on how to support your employees going forward.

Ready made

Financial Wellness Workshops

Below are just some of the ready made financial wellness workshops we have to offer at Planned Future. 

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. 

Financial Wellbeing

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.

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. 

Three gold coin stack with dollar behind

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. 

Bespoke Seminars

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. 


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.

Included within

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. 

Online Support

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 Clinics

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

  • Some of the industries highest feedback scores
  • Only qualified speakers
  • National coverage
0 %

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.