Planned Future Financial Wellbeing Platform

6.5easy start · #11 of 28
in Employee Financial Wellness Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web.

Planned Future Financial Wellbeing Platform is ranked #11 of 28 in employee financial wellness software on The Geeks Club. It runs on Android, iOS, Web.

Planned Future Financial Wellbeing Platform plans and pricing

All plans

Financial 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: Yes
Financial planning: Yes
Coaching access: one_to_one
Financial health tools: Yes
Available platforms: both

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The record

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

Where it ranks on The Geeks Club

Best Employee Financial Wellness Software in 2026#11 of 28

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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