What is the Personal Financial Wellness Survey and Scale™?
The Personal Financial Wellness Survey and Scale™ (PFW Survey and Scale™) comprises of eight questions, which are designed to measure your financial wellbeing. The tool measures how you are feeling about your finances on a negative to positive scale and captures reactions to your financial situation. It takes a few minutes to complete.
Is it intrusive?
No, it just helps you assess how you feel with your finances at the moment.
Is it reliable?
Yes, the tool has been scientifically tested and has been confirmed to be a valid and reliable measure of personal financial wellness. It can be described as the gold standard in financial wellbeing questionnaires internationally.
Why should I complete it?
It will help you understand how you feel about your finances now, and monitor progress if you want to take the survey again in a few months. It will also help us direct you to tailored information based on your individual circumstances.
I’m feeling really low. How is this going to help?
We will be able to give you some tips and starting points that will allow you to improve your financial situation, allowing you to take control now and, over time, change how you feel about it.
What are you going to do with the data?
We will never share your score with your employer. If you complete the feedback form we may contact you in the future but we will not save any other details other than the information you provide. Any analytics or data share is completely anonymised and aggregated, making it impossible to identify individuals.