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Your Financial Wellness site has been created to help you assess your current financial position.

This tool will provide you with relevant educational content and products to help you improve your financial position. Click through to access our personalised / interactive Financial Wellness tool and take steps to improve your financial future.

What about my employer? 

Don’t worry, we won’t pass any of your personal information on. That’s between you and us!

Where does the information come from? 

We’ve had a helping hand from the Money Advice Service. They are the best in the business, and because they are set up by the Government, the only person they are interested in helping is you.

What about the products? 

We do offer some products you might find useful to help you – but you should only take them if they are going to help you be even more financially fit.

First, why don’t you take the Personal Financial Wellness survey. This will help you assess how you feel with your finances in comparison with your peers. You might be surprised!

I want to find out my Personal Financial Wellness score...

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How long does it take and why take the survey?
I have completed the Personal Financial Wellness survey recently and already know my score

Take me straight to the education zone / life events zone / action zone
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I know my score:

If you have already taken the survey and know your 
Financial Wellness score enter it and your age below 
to be take to your results section.

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Getting started

Regardless of which stage you are at in your life, your financial wellbeing is important and we want to provide you with tools and information to support you in making the most of your finances. Our Financial Wellness portal allows you to access information tailored to your own personal circumstances and provides loads of information, hints and tips from simple planning and budgeting to preparing for important life events.

Getting started is really easy. Simply complete the short and confidential Personal Financial Wellness survey to rate your current financial wellness and we will then provide you with a range of information on a variety of products which you might find useful based on your circumstances. We suggest you seek advice from a professional financial adviser if you are unsure whether these products are right for you, as we are unable to make any personal recommendations.

Still unsure?

All of the information that you provide is completely confidential and not disclosed to your employer! The Money Advice Service (MAS) has helped to develop the educational content of this platform so you can be 100% confident in the information that is provided to you.

Remember

Should you wish to find out more about the Personal Financial Wellness survey, please visit the FAQ page.

If you wish to return to the start or the home page at any point you can click the logo in the top left to navigate directly there.

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FIND OUT YOUR
PERSONAL FINANCIAL
WELLNESS SCORE

What do you feel is the level of your financial stress today?

  • 1Overwhelming Stress
  • 2
  • 3
  • 4High Stress
  • 5
  • 6
  • 7Low Stress
  • 8
  • 9
  • 10No Stress
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How satisfied are you with your present financial situation?

  • 1Dissatisfied
  • 2
  • 3
  • 4Somewhat Dissatisfied
  • 5
  • 6
  • 7Somewhat Satisfied
  • 8
  • 9
  • 10Satisfied
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How do you feel about your current financial condition?

  • 1Feel Overwhelmed
  • 2
  • 3
  • 4Sometimes Feel Worried
  • 5
  • 6
  • 7Not Worried
  • 8
  • 9
  • 10Feel Comfortable
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How often do you worry about being able to meet normal monthly living expenses?

  • 1All the time
  • 2
  • 3
  • 4Sometimes
  • 5
  • 6
  • 7Rarely
  • 8
  • 9
  • 10Never
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How confident are you that you could find the money to pay for a financial emergency that costs about £1000?

  • 1No Confidence
  • 2
  • 3
  • 4Little Confidence
  • 5
  • 6
  • 7Some Confidence
  • 8
  • 9
  • 10Highly Confident
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How often does this happen to you? You want to go out and eat, go to a movie or do something else and don't go because you can't afford it?

  • 1All the time
  • 2
  • 3
  • 4Sometimes
  • 5
  • 6
  • 7Rarely
  • 8
  • 9
  • 10Never
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How frequently do you find yourself just getting by financially and living from payday to payday?

  • 1All the time
  • 2
  • 3
  • 4Sometimes
  • 5
  • 6
  • 7Rarely
  • 8
  • 9
  • 10Never
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How stressed do you feel about your personal finances in general?

  • 1Overwhelming Stress
  • 2
  • 3
  • 4High Stress
  • 5
  • 6
  • 7Low Stress
  • 8
  • 9
  • 10No Stress
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Click here to complete the survey.

Calculating your Financial Wellness Score

Your Personal
Financial Wellness
Score is:

10

28.3% of all employees surveyed feel the same as you with a relatively low score of 4 or below. We are here to help you improve your score with some potential simple adjustments to your financial life.

Click on ‘next’ if you would like to see how your score compares to a similar age group and what your options are to make you feel better about your finances. You will  be asked to answer a few additional questions first so we can adjust your options to your individual circumstances.

 

Remember your Employee Assistance Programme (EAP) is available 24 hours a day, 7 days a week to provide you with immediate support if you need. You can call them free on 0800 048 2702.

Next

Your Personal
Financial Wellness
Score is:

10

30% of all employees surveyed feel the same as you with a medium score of 5 or 6. We are here to help you improve your score with some potential simple adjustments to your financial life.

Click on ‘next’ if you would like to see how your score compares to a similar age group and what your options are to make you feel better about your finances. You will  be asked to answer a few additional questions first so we can adjust your options to your individual circumstances.

Next

Your Personal
Financial Wellness
Score is:

10

41.7 % of all employees surveyed, like you, feel relatively good about their finances with a score of 7 or above. We are here to help you improve your score with some potential simple adjustments to your financial life, or to help you keep a high score in the longer term.

Click on ‘next’ if you would like to see how your score compares to a similar age group and what your options are. You will be asked to answer a few additional questions first so we can adjust your options to your individual circumstances.

 

 

Next

Take me straight to the education zone/ life events zone /
action zone

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Tell us a little bit more about yourself.

The more we know, the more we will be able to make the journey more relevant to you. 

?We ask for this so we can make recommendations based on your stage of life.
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?children of whom you are the parent or guardian and are under 16 or in full-time education
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View my results

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