Corporate financial planning simplified. financial planning simplified. RISK MANAGEMENT & WELLBEING
28 Corporate
At Futura, we take a refreshingly different approach to financial planning. At Futura, we take a refreshingly different approach to financial planning. Our philosophy is that money is intrinsically linked to is our sense of wellbeing. Our philosophy that money is intrinSo, while ‘money doesn’t you hapsically linked to our sensebring of wellbeing. piness’, this statement is only partially So, while ‘money doesn’t bring you haptrue. Money is a conduitisthat us piness’, this statement onlygives partially opportunities choicesthat around true. Money isand a conduit giveswhat us we do with ourand time, how we takewhat care opportunities choices around of health, wehow support our care loved weour do with ourhow time, we take ones, enables us tosupport make memories ofAberdeen-based ourand health, how we our loved financial planning firm, and leave meaningful legacies. ones, and enables us to make memories Futura, has partnered with WorkLife by OpenMoney, the employee benefits and leave meaningful legacies. platform, to bring employee Over the last twohigh-quality years, every individual benefits to a broader range of businesses has been on a personal journey through Over the last two years, every individual across Scotland. the pandemic. Some havethrough found has Covid been on a personal journey positives in it, while others have been the Covid pandemic. Some have found Through this close partnership, Futura impacted more severely. One thing will offer in its corporate clients access to is positives it, while others have been WorkLife’s online benefits for certain: we’ve all hadand to wellbeing adapt impacted more severely. One thingtois platform, which supports all aspects of new and often challenging for certain: we’ve all had tothings adapt that to employee wellbeing through a suite of have altered the way we think, thethat way new and often challenging things benefits and services, such as an NHSwe work, and thewellbeing waywe wethink, live our lives. approved mental support app, have altered the way the way financial wellbeing and money management That’s quite lot to process, and we work, anda the way we live our has lives. tools, a range of employee savings and resulted in a abig in mental illness, That’s quite lotrise to process, and has discounts and easy access to a range of stress, exhaustion and physical illness. resulted in a big rise in mental illness, sought-after insurances and protections. stress, exhaustion and physical illness. AsThe annews employer, havingboth a team inand your demonstrates Futura continued commitment to business that is happy, relaxed, fulfilled AsWorkLife’s an employer, having a team in your empowering every business the and energised makerelaxed, allaround the differbusiness that iscan happy, fulfilled UK with the tools to support and reward and energised can make all the differtheir employees.
ence to your company’s success, and ing and finance, preferential insurance also own sense of rates, discounts leading retail brands, enceto toeach your individual’s company’s success, and ing and finance, on preferential insurance wellbeing. importantown – now more and access to ouronhighly flexible also to eachIt’s individual’s sense of rates, discounts leading retail and brands, than ever –It’s that we recognise the need competitive wellbeing. important – now more and access toWorkplace our highlyPension flexibleScheme. and to take care each Thisthe goes than ever – of that we other. recognise need competitive Workplace Pension Scheme. beyond offering the occasional We can also provide personal advice to to take care of each other. This pay goesrise – this isoffering about making life less pay comindividuals, wepersonal go far beyond beyond the occasional rise We can also where provide advice just to plicated, helping your team cope with talking about pensions, – this is about making life less comindividuals, where we goinvestments, far beyond just striking elusive work/life balance and what the stock-market is doing. plicated,the helping your team cope with talking about pensions, investments, and making them feel valued.balance We’ll talk about your goals. Your values. striking the elusive work/life and what the stock-market is doing. The that motivate you. What and making them feel valued. We’llthings talk about your goals. Your values. As financial planners, our role commented: is to makes you that tick…motivate you. What The things Paul Shanahan, Director of Futura, enhance ourplanners, clients’ wellbeing. As financial our roletend is to makes you tick… “Most employee benefitsfinancial providers to focus onstriking the physical aspect wellbeingin but, as the By rightoffinancial balance this area, And most of all, what makes you happy. enhance ourthe clients’ wellbeing. challenges workers evolve, we need to think it can also facing have a huge and positive By striking the right balance in this area, And most of all, what makes you happy. differently about how we can support people in other impact on other areas of their lives as Through an innovative and personalised itessential can also have hugefirst and positive areas too.aWhat drew us to WorkLife well career, physical and cash flow foreimpact on other of their lives asfive key process Throughofananalysis, innovative and personalised was – its e.g. clear focus areas onsocial, supporting workers on pillars their wellbeing – financial, mental, physical, casting mental health. Therefore, we help peotax planning, supported well – of e.g. career, social, physical and process and of analysis, cash flow fore- by social environmental. them, ple useand their money inIna partnering positive way to regular progress tracking, mental health. Therefore, we helpwith peocasting reviews and tax and planning, supported by we will not only continue to strengthen our existing fulfil their changing needs as their lives we helpreviews employers and employees use ple use their money in a positive way to regular and progress tracking, workplace benefits proposition, but also have a hand evolve. money in a way that gives valuable fulfil their changing needs lives of their we help employers and employees use in driving a fundamental shift in as howtheir businesses all sizes view their ability to support and reward hard peace of mind, fulfilment, inner satisevolve. their money in a way that valuable Paul gives Shanahan, Director of Futura working employees.” To further support this, we have partfaction joy.fulfilment, inner satispeace ofand mind, nered with support the WorkLife platform, which To further this, we have partfaction and joy. gives and theirplatform, teams access Futura provides bespoke, simple solutions nered employers with the WorkLife which Paul Chedzey, relationship director WorkLife commented: past 18 months have to a wide range of benefits for at minimal to help provides companies and “The individuals manage gives employers and their teams access by OpenMoney, Futura bespoke, simple solutions shone a real spotlight on the need for workplace benefits that genuinely support people’s overall wellbeing. cost; including access to healthcare their finances and improve their wellbeing. toUntil a wide range of benefits for minimal to help companies and individuals manage now, the options available to corporate advisers who want to provide high-quality, consultancy driven professionals, tools Please getFutura in touch toperfect find out how can cost; including accesshas to been healthcare their that finances and improve their wellbeing. benefits for theirinformation, clients fairly and limited - we believe is the partner towe help us research across a wide to range of subjects support you. start bringing ourinformation, offering the tools wider adviser andget to in take us one to achieving professionals, and community Please touch tostep findcloser out how we can our overarching aim of ensuring the of benefits support and support from mental health support to budgetresearch across a wide range oftypes subjects you.available at large corporates are made accessible and affordable to every employee in the UK.” from mental health support to budget-
FUTURA JOINS FORCES WITH WORKLIFE
to bring top-of-the-range employee benefits to more Scottish employers
Corporate financial Corporate financial planning simplified. planning simplified.
Corporate financial planning doesn’t need to be complicated. Corporate financial planning doesn’t simple need tosolutions be complicated. Here at Futura, we provide bespoke, so that Here at Futura, we provide bespoke, simple solutions so in that you can manage your business with peace of mind. Get you can with peace mind. Get in touch tomanage find outyour how business we can support yourof organisation. touch to find out how we can support your organisation.
Futura +44 1224 582185, info@futurainvestments.co.uk Futura +44 1224 582185, info@futurainvestments.co.uk Aberdeen Business Centre, 11 Bon Accord Crescent, Aberdeen AB 11 6DE
www.ogv.energy I December 2021 Aberdeen Business Centre, 11 Bon Accord Crescent, Aberdeen AB 11 6DE www.futurainvestments.co.uk www.futurainvestments.co.uk
