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Financial Wellness

Employee Financial Wellness

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. 

What is Financial Wellness?

Financial Wellbeing is feeling comfortable, secure and at ease with your finances. Its being able to understand and manage your finances not only in your day to day life, but for the future. 

Why Support Employees Financial Wellness?

There is a mutual interest in helping employees financial wellness. The Financial Conduct Authority (FCA) in a 2017 report discussed how increasing an employees financial wellness can increase work morale, performance and increase trust between employee and employer. Its important to remember that with auto enrolment, many people will find the majority of their retirement income coming from their occupational pension. Something provided by their employer. 

two stools facing two windows with two stacks of text books

How To Support Employees Financial Wellness

There is a range of way for employers to help their staff with financial wellness. From providing interactive workshops, access to financial advice and providing someone to turn to in difficult situations. 

Financial Wellness Workshops

Financial wellness workshops are a great way to provide financial education. They help employees plan for the future while allowing them to ask questions on a range of topics. When arranging an event its best practice to match different demographics to specific events. For example, an employee approaching retirement will have different needs to someone just staring their career. 

General Financial Wellbeing

A introductory event to provide a basic insight into the financial world. Best suited for employers looking to help employees but have a limited budget. 


A Mid-Career financial wellness event helps those employees planning the next phase of their life. Topics such as family protection and mortgages will be more of a