Planned Future Financial Wellbeing Platform

What Planned Future Financial Wellbeing Platform is

Planned Future Financial Wellbeing Platform gives employees access to workplace financial wellbeing resources through desktop and mobile. The responsive portal is available on the web, Android, and iOS. Materials include financial guides, videos, calculators, and webinars, and employees can ask a Money Guide a question. A new financial wellness guide is added each month, while a survey lets employees measure their financial wellbeing over time. Employers arrange the service for their workforce; employees receive a registration link after the service is confirmed. A separate 12-month bundle can include workshops, CPD-certified eLearning, portal access, and a 30-minute Money Guide meeting for each employee. Money Guide support is described as impartial guidance, not personal recommendations or regulated financial advice. Pricing depends on business size, contract length, and other factors, so employers are asked to request a quote. The company says platform security documentation is available on request. Its privacy notice says personal data may be shared with contracted service providers and protected in transit with measures including password protection and encryption.