Employee Financial Wellbeing Workshops

Employee Financial Wellbeing

Financial Wellbeing support workshops, webinars and seminars for your employees.

Planned Future run a range of CPD Certified workshops to improve workplace and employee 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 Employee 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

Cost of Living: Making Ends Meet

Learn practical actions to feel more confident about managing money in challenging times.

Type: Webinar
Length: 1 hour

Grow More, Keep More

This practical and jargon-free workshop helps your employees’ money grow more while they keep more of it after tax.

Type: Webinar
Length: 1 hour

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: 1 hour

Money Essentials: What School Didn't Teach You

Data from our ongoing financial wellbeing research shows that 85% of UK workers received no financial education at all in school.

Type: Webinar or Seminar

Length: 1 hour

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.

Type: Webinar or Seminar

Length: 1 hour

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: 1 hour

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: 1 hour

Pensions & Investing for Growth

This event is specifically designed to empower workers with the knowledge and tools necessary to build a robust financial foundation for the future.

Type: Webinar or Seminar

Length: 1 hour

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: 1 hour

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

Length: 1 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

Length: 3 hours

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

Length: 3 hours

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

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.