0844 967 2567

General Financial Wellbeing
Seminars & Courses


Our seminars and courses on general financial wellbeing in the workplace are designed for any member of staff from new starters to those approaching retirement. These courses are made bespoke for your organisation and can even focus on requested topics from your employees. 

Financial Wellbeing Workshops

When arranging these sessions, we welcome suggestions for topics. If your unsure what financial topics will be most beneficial, we can tailor an online survey made specifically for your organisation to help understand the needs of your employees. Potential topics include:

  • Personal Budgeting
  • Saving & Investments
  • Mortgages
  • Banks & Building Societies 
  • Debt Management
  • Understanding Tax
  • Reducing your Outgoings

A bit more about

The speakers at our financial wellbeing workshops

Every seminar or course is different. That is why we have developed a panel of speakers with a wide range of experience. Some speakers have financial expertise and others specialise in the social and psychological aspects of preparing for retirement. Below are examples of who you might meet. 

Picture of Mark Knight, a Financial Adviser


Financial Adviser

Mark has over a decade of experience in financial services covering pensions, investments and protection with firms in the Cheshire area as well as working in the City.

He prides himself on his diligence and enabling his client’s to meet their aims and objectives. 

 Mark is a Chartered Financial Planner and is a Fellow of the Personal Finance Society which is the highest accolade awarded in financial services. 

Kate Pierce, Charted financial adviser in circle portrait


Financial Adviser

Kate is Advanced Diploma qualified and has achieved Chartered status. Not content to stop at Chartered status, Kate has progressed even further and is now a Fellow of the Personal Finance Society. Kate believes it is important to simplify jargon and complex financial matters for clients to help them make wise decisions.


Financial Adviser

Clair spent 6 years working with an IFA firm in Shropshire as Administrator and later Office Manager. This followed from 3 years with a local Building Society as a Customer Adviser offering account opening and transactional services. During the last 9 years within the Financial Services industry she has learnt and developed her skills and qualifications, and has now obtained the Diploma in Regulated Financial Planning. Clair is continuing her studies towards gaining the Advanced Diploma.

What our clients say

Customer Reviews

Planned Future has provided retirement and mid-career seminars to staff at Bournemouth University since July 2017. Feedback has always been extremely positive and I believe they provide excellent value for money. Staff at Planned Future are always helpful and are proactive in making recommendations to us as well as being open to our feedback and suggestions. Overall a very positive experience.
Bournemouth University
The sessions were extremely well received and staff appreciated the variety of speakers, including speakers from LGPS, and the quality of information provided. They made a rather dry topic lively and interesting. The sessions were impartial and we would certainly use Planned Future to deliver financial planning workshops for our staff again.
Careers Wales

Some importent

Financial Wellbeing Seminar Details

We offer a range of different financial wellbeing courses to fit around your organisation. However, if you have something specific in mind that doesn’t fit in with the below, just let us know. All our workshops can be made bespoke. 

Seminar Time

Our General Financial Wellbeing seminars range between 30 minutes to a full day. The course will be tailored and made bespoke to your organisation. 

Learning outcomes


We find the best way to run a financial wellbeing workshop is at your organisation. These courses can be held for organisations throughout the United Kingdom as well as being offered as an interactive webinar.

Why Planned Future?


Of attendees would recommend the event they attended to a friend or colleague

Would like to learn more?

Planned Future are able to hold a range of financial wellbeing workshops for organisations throughout the United Kingdom. To learn more and have a free agenda prepared, simply complete the form on the right.


0844 967 2567