Tech riderRev. 3 Oct 2026
Planned Future Financial Wellbeing Platform
- 1Runs onAndroid, iOS, Web
- 2CostsNot stated by the maker
- 3Education contentYes
- 4Financial planningYes
- 5Coaching accessone to one
- 6Financial health toolsYes
- 7Available platformsboth
6 lines stated Written from the maker's own pages: plannedfuture.co.uk

Overview
Planned Future Financial Wellbeing Platform is ranked #11 of 28 in employee financial wellness software on Specifiction. It runs on Android, iOS, Web.
Planned Future Financial Wellbeing Platform plans and pricing
All plansFinancial Wellbeing Platform Not published Price depends on business size, contract length and other factors · Employer quote required plannedfuture.co.uk · 3 Oct 2026
Compared on employee financial wellness software
- Education content
- Yesplannedfuture.co.uk
- Financial planning
- Yesplannedfuture.co.uk
- Coaching access
- one_to_oneplannedfuture.co.uk
- Financial health tools
- Yesplannedfuture.co.uk
- Available platforms
- bothplannedfuture.co.uk
Facts
- Purpose
- The platform gives employees 24/7 access to workplace financial wellbeing resources.plannedfuture.co.uk · 3 Oct 2026
- Resources
- Resources include financial guides, videos, calculators, webinars and the ability to ask a Money Guide a question.plannedfuture.co.uk · 3 Oct 2026
- New content
- The platform adds a financial wellness guide every month.plannedfuture.co.uk · 3 Oct 2026
- Wellbeing survey
- Employees can use a survey to measure their financial wellbeing over time.plannedfuture.co.uk · 3 Oct 2026
- Access
- The portal is responsive and can be accessed on desktop and mobile devices.plannedfuture.co.uk · 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 · 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 · 3 Oct 2026
- Security
- The company says platform security documentation is available on request.plannedfuture.co.uk · 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 · 3 Oct 2026
- Award
- The portal won Finance Advisory Platform of the Year at the CorporateLivewire Innovation & Excellence Awards 2024.plannedfuture.co.uk · 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 · 3 Oct 2026
- Support
- The site lists phone support at 0344 9672567 and email support at [email protected].plannedfuture.co.uk · 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 · 3 Oct 2026
Company
- Founded
- 2014plannedfuture.co.uk · 28 Sept 2026
- Headquarters
- Chester, England, United Kingdomplannedfuture.co.uk · 28 Sept 2026
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Where it ranks on Specifiction
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Sources
- plannedfuture.co.uk/financial-wellbeing-platform/· checked 3 Oct 2026
- plannedfuture.co.uk/frequently-asked-questions/· checked 3 Oct 2026
- plannedfuture.co.uk/privacy-policy/· checked 3 Oct 2026
- plannedfuture.co.uk/financial-wellbeing-bundle/· checked 3 Oct 2026
- plannedfuture.co.uk· checked 3 Oct 2026
