Planned Future Financial Wellbeing Platform
API—OSS—FREE—DOCS4/5
PF5.5#12 of 28
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Ranked in Employee Financial Wellness Software ·No free plan on record
About
Planned Future Financial Wellbeing Platform is ranked #12 of 28 in employee financial wellness software on Inferse. It runs on Android, iOS, Web.
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 Inferse
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