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SPECIFICTION
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Planned Future Financial Wellbeing Platform

plannedfuture.co.uk

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Visit plannedfuture.co.uk
Spec score 7.1 #20 of 28 in Employee Financial Wellness Software

What it is

Planned Future Financial Wellbeing Platform is an employer-provided service giving employees continuous access to workplace financial wellbeing resources. The responsive portal works on desktop and mobile, with Android, iOS and web access. Its library includes financial guides, videos, calculators and webinars, and a new financial wellness guide is added each month. Employees can send questions to a Money Guide and use a survey to measure their financial wellbeing over time. Employers arrange the service and provide a registration link after access is confirmed. A separate 12-month bundle may combine workshops, CPD-certified eLearning, portal access and a 30-minute Money Guide meeting for each employee. The Money Guide terms describe guidance as impartial and exclude personal recommendations and regulated financial advice. Pricing is by employer quote, varying with business size, contract length and other factors. Planned Future was founded in 2014 and is based in Chester, England. Security documentation is available on request, while the privacy notice describes contracted service-provider sharing and protected data in transit.

Spec sheet

Purpose
The platform gives employees 24/7 access to workplace financial wellbeing resources.Read 3 Oct 2026 · plannedfuture.co.uk
Audience
The platform is offered to employers for their employees, who receive a registration link after the service is confirmed.Read 3 Oct 2026 · plannedfuture.co.uk
Security
The company says platform security documentation is available on request.Read 3 Oct 2026 · plannedfuture.co.uk
Support
The site lists phone support at 0344 9672567 and email support at [email protected].Read 3 Oct 2026 · plannedfuture.co.uk
Headquarters
Chester, England, United KingdomRead 28 Sep 2026 · plannedfuture.co.uk
Founded
2014Read 28 Sep 2026 · plannedfuture.co.uk
Access
The portal is responsive and can be accessed on desktop and mobile devices.Read 3 Oct 2026 · plannedfuture.co.uk
Award
The portal won Finance Advisory Platform of the Year at the CorporateLivewire Innovation & Excellence Awards 2024.Read 3 Oct 2026 · plannedfuture.co.uk
Bundle
A separate 12-month bundle can include workshops, CPD-certified eLearning, portal access and a 30-minute Money Guide meeting for each employee.Read 3 Oct 2026 · plannedfuture.co.uk
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.Read 3 Oct 2026 · plannedfuture.co.uk
New content
The platform adds a financial wellness guide every month.Read 3 Oct 2026 · plannedfuture.co.uk
Price limits
Price varies with business size, contract length and other factors; employers are asked to request an accurate quote.Read 3 Oct 2026 · plannedfuture.co.uk
Provider boundary
The Money Guide service terms describe guidance as impartial and say it does not provide personal recommendations or regulated financial advice.Read 3 Oct 2026 · plannedfuture.co.uk
Resources
Resources include financial guides, videos, calculators, webinars and the ability to ask a Money Guide a question.Read 3 Oct 2026 · plannedfuture.co.uk
Wellbeing survey
Employees can use a survey to measure their financial wellbeing over time.Read 3 Oct 2026 · plannedfuture.co.uk

Plans and prices

Financial Wellbeing Platform Priced on request Price depends on business size, contract length and other factors · Employer quote required Read 3 Oct 2026 · plannedfuture.co.uk

Every Planned Future Financial Wellbeing Platform plan and price →

Strong points and limits

Strong points

  • Android, iOS and web access
  • Monthly financial wellness guide
  • Calculators, videos, guides and webinars
  • Financial wellbeing survey tracks change
  • Optional workshops and Money Guide meetings

Limits

  • Pricing requires an employer quote
  • No personal financial recommendations
  • No regulated financial advice
  • Registration follows employer confirmation

Who it suits

It suits employers seeking a workplace financial wellbeing resource for their employees. Employees who want guides, tools, webinars, surveys and access to a Money Guide can use it after employer registration.

Verdict

Planned Future combines educational content, financial tools, surveys and question-based guidance in an employer-arranged portal. Buyers should request a quote and note the stated boundaries around Money Guide support.

Where Specifiction places it

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