Planned Future

Explore Your Organisations
Financial Wellbeing

We frequently hear from organisations who are seeking guidance and direction to implement a financial wellbeing programme for their employees. From this, Planned Future have developed our online financial wellbeing questionnaire to allow employers to survey and find out exactly how to support their employees. 

How Does It Work?

The questionnaire is designed to provide each employee with their own unique financial wellbeing score. Your business will also gain its own score to help measure the effectiveness of your financial wellbeing programme.

Financial Wellbeing Scores

Both your business and employees will receive their own financial wellbeing score. Over the term of your programme, this score will be used to measure the effectiveness of your financial wellbeing employee benefit. 

Measuring Your Financial Wellbeing Support

You will receive regular reports to explain the analytics of organisations financial wellbeing score and provided with recommendations to support your employees. 

Get Started

To receive a financial wellbeing questionnaire for your employees, simply complete the form