0844 967 2567

Workplace Financial

Workplace Financial Education for Employees & staff members

We work with a variety of organisations throughout the UK to help support their staff with workplace financial education allowing them to feel confident in the guidance they provide. Covering both financial and wellbeing topics our seminars & courses are produced to the highest standards, as a result, you can be assured that guidance received is both accurate and reliable 

Our Offering

At Planned Future, we pride our self on being specialist providers of workplace financial education & wellbeing courses, because of this, we are able to support employees all the way from hire to retire with tailored support at each stage of their career. Trusted by organisations throughout the UK from large privates to the NHS and Universities that we help to educate their employees. Below are just a few of the courses we offer.

two stools facing two windows with two stacks of text books

Just a few of our seminars & courses

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.

Planned Futures financial wellbeing clinics allow your employees to speak with a qualified financial planners on a one to one personal basis. 


Financial Wellbeing Programmes

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.

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

Specialist seminars to provide employees with an introduction to the main types of tax efficient savings and investments.


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. 

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. 

We have a range of various different speakers to help match your organisation. Depending on the course of interest and location, we will pair you with speakers who are experts in their field and local. Each speaker is qualified in their specialist field so that you can feel confident and reassured in the guidance received.

We have received exceptional feedback

Over the years our courses have been tailored and evaluated to make us one of the most trusted companies to provide financial education. We  gain feedback on every course we run and we take this and use the information to constantly improve our courses allowing you to feel confident in the support you provide. Our feedback has scored 99% for delegates who would recommend one of our courses to a friend or colleague.

  • Local Authority
  • NHS
  • Universities
  • Colleges
  • Civil Service
  • Private Companies

Over the years we have gained experience working with most organisations

Since 1997 we have worked with many different organisations who use different pension schemes. Because of the variety of organisations we have worked worth we are able to provide speakers who have specialist knowledge of a wide variety of different pension schemes so when questions arise our specialists will have the knowledge to provide confident answers. 

And if you dont receive the answers you need?

Our team of IFA’s are able to offer seminar attendees a complimentary one2one with a qualified financial adviser, so if you don’t get all the answers you need we will still be there to help. On top of this, all attendees with receive access to complementary financial guides to download and view at leisure. 

Here at Planned Future, we understand the possible challenges when it comes to staff engagement. That’s why we have put together a package to help support you in getting the word out, allowing as many employees as possible to benefit from your workplace financial education, financial wellbeing & financial wellness programs.

What Our Clients say

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

Planned Future were really easy to work with and both seminars (Retirement & Mid-career financial planning) were well run with trainers providing substantial and in-depth knowledge on a variety of topics. These seminars generated interesting discussions and provided many useful new insights for delegates to take away.

Oxford City Council

Would like to learn more?

Are you interested in running one of our seminars for you staff? Simply fill in the form on the right or call us on one of the below numbers, we will be happy to help.


0844 967 2567


020 7692 0567

Organisation Enquiry