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Planned Future Financial Wellbeing Platform
Chester, England, United Kingdom
What it is
Planned Future Financial Wellbeing Platform gives employers a workplace portal where employees can access financial wellbeing resources around the clock. The responsive service works on desktop and mobile through Android, iOS, and the web. Content includes financial guides, videos, calculators, webinars, and a way to ask a Money Guide questions. A new financial wellness guide is added monthly, and employees can use a survey to measure their financial wellbeing over time. Employers arrange access, then employees receive a registration link after the service is confirmed. A separate 12-month bundle may include workshops, CPD-certified eLearning, portal access, and a 30-minute Money Guide meeting per employee. The Money Guide terms describe guidance as impartial and exclude personal recommendations or regulated financial advice. Pricing is by employer quote and varies with business size, contract length, and other factors. The company says security documentation is available on request; its privacy notice covers contracted service providers and protected data in transit.
For and against
For
- Guides, videos, calculators, and webinars
- Monthly financial wellness guide
- Survey tracks wellbeing over time
- Available on Android, iOS, and web
- Optional workshops and Money Guide meetings
Against
- Employer quote required for pricing
- Cost varies by business size and contract
- Money Guide does not provide regulated advice
- Employees need employer-confirmed registration
The verdict
Planned Future combines educational content, measurement tools, and question-based guidance in an employer-provided portal. Its quote-based pricing and guidance boundaries should be reviewed before adoption.
Who it suits
It suits employers seeking ongoing financial education and wellbeing resources for their staff. Employees use the service after their employer confirms access and sends a registration link.
Plans and prices
Financial Wellbeing Platform
Price depends on business size, contract length and other factors · Employer quote required
Read 3 Oct 2026 · plannedfuture.co.uk
On the record
- Access
- The portal is responsive and can be accessed on desktop and mobile devices.plannedfuture.co.uk · read 3 Oct 2026
- Audience
- The platform is offered to employers for their employees, who receive a registration link after the service is confirmed.plannedfuture.co.uk · read 3 Oct 2026
- Award
- The portal won Finance Advisory Platform of the Year at the CorporateLivewire Innovation & Excellence Awards 2024.plannedfuture.co.uk · read 3 Oct 2026
- Bundle
- A separate 12-month bundle can include workshops, CPD-certified eLearning, portal access and a 30-minute Money Guide meeting for each employee.plannedfuture.co.uk · read 3 Oct 2026
- Data protection
- The privacy notice says personal data may be shared with service providers under contract and protected in transit with measures including password protection and encryption.plannedfuture.co.uk · read 3 Oct 2026
- New content
- The platform adds a financial wellness guide every month.plannedfuture.co.uk · read 3 Oct 2026
- Price limits
- Price varies with business size, contract length and other factors; employers are asked to request an accurate quote.plannedfuture.co.uk · read 3 Oct 2026
- Provider boundary
- The Money Guide service terms describe guidance as impartial and say it does not provide personal recommendations or regulated financial advice.plannedfuture.co.uk · read 3 Oct 2026
- Purpose
- The platform gives employees 24/7 access to workplace financial wellbeing resources.plannedfuture.co.uk · read 3 Oct 2026
- Resources
- Resources include financial guides, videos, calculators, webinars and the ability to ask a Money Guide a question.plannedfuture.co.uk · read 3 Oct 2026
- Security
- The company says platform security documentation is available on request.plannedfuture.co.uk · read 3 Oct 2026
- Support
- The site lists phone support at 0344 9672567 and email support at [email protected].plannedfuture.co.uk · read 3 Oct 2026
- Wellbeing survey
- Employees can use a survey to measure their financial wellbeing over time.plannedfuture.co.uk · read 3 Oct 2026
