The Work Index by Flexa

Planned Future Wellbeing Ltd

Planned Future Wellbeing Ltd. is a B Corp certified company that offers financial and mental wellbeing workshops and resources for businesses and employees across the UK.

https://plannedfuture.co.uk/
5.1

/10

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Description

Planned Future Wellbeing Ltd is a UK-based company specializing in workplace financial and mental wellbeing solutions. They offer a range of services, including CPD-accredited workshops and webinars, a Financial Wellbeing Portal, and one-to-one Money Guide consultations. Their services aim to empower employees with financial literacy, improve their money management skills, and reduce financial stress, ultimately impacting job satisfaction and productivity.

Planned Future takes a holistic approach to wellbeing, recognizing the interconnectedness of financial and mental health. They offer workshops on a variety of topics, including neurodiversity awareness, mental health first aid, menopause awareness, and retirement planning. They are also a B Corp certified company, demonstrating their commitment to social and environmental responsibility.

Flexibility

Planned Future offers a hybrid work week to employees, with a 4.5-day schedule that combines in-office and remote work arrangements. They also offer a range of flexible work options for their employees, including the ability to work from home, set their own hours, and take time off for personal reasons. This flexibility is part of Planned Future's commitment to employee wellbeing and allows employees to balance their work life with their personal life.

Hybrid

Benefits

Planned Future Wellbeing Ltd focuses on improving the financial and mental wellbeing of employees. Their benefits include financial education workshops and webinars covering a wide range of topics from budgeting to investments and retirement planning. They also offer a one-on-one Money Guide Service, where employees can discuss their specific financial concerns with a financial expert. In addition to these individualised services, they provide e-learning platforms, financial wellbeing apps, and workshops on neurodiversity, menopause, and mental health first aid. Planned Future also promotes a positive culture around financial wellbeing, encouraging open communication and regular sharing of financial tips and resources.

Mission

Planned Future Wellbeing Ltd. is a company dedicated to improving the financial and mental well-being of workers, operating for the benefit of all stakeholders, including customers, staff, and the community. They offer a range of workshops and seminars on various financial and mental well-being topics, including retirement planning, debt management, money mindset, neurodiversity, and mental health awareness. They also provide a Financial Wellbeing Portal and Money Guide Service to empower individuals and organizations to make informed financial decisions and prioritize well-being.

Environmental impact driven
Improving quality of life/health
Social impact led
Sustainability

Culture

Planned Future promotes a culture of support and education, prioritizing both the financial and mental well-being of employees. They emphasize open communication, a focus on personal growth and development, and a commitment to social responsibility. The company is transparent about its values, evident in its B Corp certification, and actively strives to create an inclusive and supportive environment for all employees. They encourage a healthy work-life balance through flexible working arrangements and offer a range of resources to help employees manage their finances, mental health, and personal development.

People-first
Progressive
Supportive

DE&I

Planned Future champions diversity, equity, and inclusion by recognizing the importance of neurodiversity in the workplace. They offer specialized training programs to educate employees on neurodiversity, highlighting the unique strengths and challenges associated with different neurological conditions. Their commitment to inclusivity extends to their hiring practices, where they actively recruit neurodiverse candidates to foster a diverse and innovative workforce.

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