Employee Financial Wellbeing Events
Financial Wellbeing support workshops, webinars and seminars for your employees.
Planned Future run a range of CPD Certified workshops to improve workplace financial wellbeing. From Money Mindset right through to Financial Planning for your Retirement, help your employees better understand their finances and improve their financial wellbeing.
All Employee Financial Education Workshops
Our Workplace Financial Wellbeing events are here to help employees plan for a successful financial future, and many are certified by the CPD.
- All Events
- Retirement Planning
- Financial Wellbeing
- Bitesize
- Financial Clinics

Money Mindset
This CPD Certified event provides an introduction to financial wellbeing and explores how your money mindset can influence your spending habits.
Type: Webinar or Seminar
Length: 1hr

Foundations in Personal Financial Planning
Learn about a range of financial topics to help educate employees in taking positive steps with their finances in this CPD Certified event.

Planning for Financial Challenges in Life
Planning for Financial Challenges in Life is a CPD Certified event which focuses on understanding the key risks to your finances which can impact both you and your family.
Type: Webinar or Seminar
Length: 1hr

Mid-Career Financial Planning
Great for workers aged 30+, this course offers an introduction to ways in which you can invest and maximise your pension. This financial wellbeing event is CPD Certified.
Type: Webinar or Seminar
Length: 1hr

Planning at Redundancy
Employees learn how to prepare for and deal with redundancy, enabling them to get their finances in a more suitable arrangement.
Type: Webinar or Seminar
Length: 1hr

Full Day Retirement Planning
The Full Day Retirement Planning Workshop combines both the Financial Planning for Your Retirement and Planning Your Retirement Lifestyle sessions.
Employees will learn both he financial and lifestyle aspects of retirement.
Type: Webinar or Seminar
Duration: Full-day

Planning Your Retirement Lifestyle
This Planning Your Retirement Lifestyle session is focused on helping attendees make the most of their freedom in retirement.
This is focused on the social and emotional impacts rather than financial.
Type: Webinar or Seminar
Duration: Half-day

Financial Planning for Your Retirement
This CPD Certified Financial Planning for Your Retirement session covers the financial implications of retirement, state pension entitlement, occupational pension schemes and begin the process of planning for a successful retirement.
This webinar is led by a qualified financial adviser.
Type: Webinar or Seminar
Duration: Half-day

Mortgages
Exploring the costs of purchasing a property, the different types of mortgages and government schemes that can help employees make positive mortgage decisions.
Type: Webinar or Seminar
Length: 25 minutes

Money Management
An event that covers day to day money management, including topics on improving your credit score, the positives and benefits of credit cards and considerations to make when looking for a loan.
Type: Webinar or Seminar
Duration: 25 minutes

Personal Budgeting
This event discusses considerations to make when budgeting. Topics discussed include budgeting hints & tips, understanding taxation, national insurance and saving for the future.
Type: Webinar or Seminar
Duration: 25 minutes

Protection
This bitesize event will help your employees protect their finances during difficult times, such as ill health. It will cover life assurance, income protection and different support methods.
Type: Webinar or Seminar
Duration: 25 minutes

Retirement & Pensions
This bitesize event briefly covers the basics of different pensions types, consolidation, retirement planning and tracing lost pensions.
Type: Webinar or Seminar
Duration: 25 minutes

Savings & Investments
Attendees will learn about short, medium and long term saving strategies, Personal Savings Allowances, risks when investing and building a better portfolio.
Type: Webinar or Seminar
Duration: 25 minutes

Financial Clinic
Attendees will learn about short, medium and long term saving strategies, Personal Savings Allowances, risks when investing and building a better portfolio.
Type: Webinar or Seminar
Duration: 25 minutes
Money Guide Service
Speak to a Money Guide and get help and support with one or more financial issues you have in the form of guidance, information, signposting and considering your options.
The Money Guide Service from Planned Future offers a video or telephone meeting with an experienced Money Guide who’s information can empower you to make your own informed financial decisions.