Resources
Planned Future are a team of dedicated workplace wellbeing experts who are passionate about promoting financial wellbeing and mental health in professional environments. We believe that a thriving workforce is key to the success of any organisation.
As part of our commitment to your workplace wellbeing, we offer a variety of free expert guides, invaluable resources, and essential factsheets that you can easily download.
To access these helpful materials, simply enter your email address and click the button for instant access.
2026 Financial Wellbeing Strategy
A complete guide to building a financial wellbeing strategy for your workforce in 2026 and beyond.
Retirement Planning Checklist
Are your employees on track for a successful retirement? Find out with our free retirement planning checklist.
Understanding Neurodiversity in the Workplace
Learn how strategies and accommodations can create an inclusive workplace environment.
Money Guide Service for Your Employees
See how your employees may benefit with a 1-2-1 meeting with an experienced Money Guide.
Financial Wellbeing Data Factsheet
Financial wellbeing data from the UK – benchmark how your organisation stands against average figures.
Planned Future Company Brochure
Planned Future are workplace financial wellbeing experts. Learn more about us, and how we can help.
The Benefits of Financial Clinics
Your employees get a 30 minute one-to-one meeting with a highly experienced and regulated Financial Adviser.
Financial Wellbeing Survey
Saving for retirement? Money lessons at school? This 2-minute anonymous survey helps us understand the UK workforce’s financial literacy.
