2025 Financial Wellness Planner

Download your PDF planner & Companion Idea Deck now.

Support financial wellbeing throughout the year with our 2025 Financial Wellness Planner and Idea Deck

A free, practical PDF that highlights key financial wellbeing dates and awareness days throughout 2025, accompanied by an insightful Idea Deck.

Designed to help employers, HR teams and wellbeing champions create meaningful financial wellbeing initiatives and communications that support employee financial health.

✅ Easy to print and share, great to help organise communications and activities

💡 Includes a companion idea deck packed with practical, ready-to-use ideas you can action straight away

🗓️ Helps you plan with purpose by giving visibility over key moments to create meaningful initiatives all year round