Planned Future Financial Wellbeing Platform

What Planned Future Financial Wellbeing Platform is

Planned Future Financial Wellbeing Platform gives employers a portal of financial wellbeing resources for their employees. Staff can access financial guides, videos, calculators and webinars, ask a Money Guide a question, and use a survey to measure their financial wellbeing over time. The company adds a financial wellness guide each month. The responsive portal is available on desktop and mobile, and the listed platforms are Android, iOS and web.

Employers arrange access for their workforce; after the service is confirmed, employees receive a registration link. Pricing depends on business size, contract length and other factors, so employers are asked to request a quote. A separate 12-month bundle can include workshops, CPD-certified eLearning, portal access and a 30-minute Money Guide meeting for each employee. The Money Guide service describes its guidance as impartial and says it does not provide personal recommendations or regulated financial advice. Planned Future was founded in 2014 and is headquartered in Chester, England. The company says platform security documentation is available on request. Its privacy notice says personal data may be shared with contracted service providers and protected in transit using measures that include password protection and encryption.

Who it suits

This platform is for employers seeking financial wellbeing resources for their employees. It may suit teams that want digital learning materials, financial health tools and access to ask a Money Guide questions, with an optional bundle of workshops and eLearning.

Limits

Pricing depends on business size, contract length and other factors, and employers need to request a quote. Money Guide guidance does not include personal recommendations or regulated financial advice.

Getting started

1. Contact Planned Future by phone or email to discuss the employer service.
2. Request a quote based on business size and contract length.
3. Confirm the service with the provider.
4. Share the registration link employees receive after access is confirmed.
5. Employees can access the portal on web, Android or iOS.

Verdict

Employers looking for a workplace financial wellbeing portal can consider Planned Future for its mix of learning resources, calculators, survey and Money Guide access. Employers should request a quote based on their business and contract, and note that Money Guide support is guidance rather than personal recommendations or regulated advice.