0844 967 2567
enquiries@plannedfuture.co.uk

Financial Wellbeing
Questionnaire

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. Every questionnaire we provide will follow our four point plan to financial wellbeing. Following the questionnaire, we will send  you your bespoke financial wellbeing programme completely free of charge. 

How Does It Work?

We will provide you an online questionnaire to be distributed to your employees. Included within the questionnaire will be potential topics to be included within an onsite workshop, questions designed to learn about your employees and also a over financial wellbeing score for your employees.

Potential Topics

Find out which financial topics are of most concern to your employees. The topics that receive the most votes will be included within the programme. 

Personal Budgeting
Debt Management
Mortgages
Understanding Tax
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Financial Wellbeing

Financial Wellbeing Score

We will measure your employees and provide you will an overall financial wellbeing score. This is was we will use to measure the effectiveness of the programme. 

Additional Considerations

To help implement a successful financial wellbeing programme we will find out more specific questions related to your employees, some of which you can see on the right. 

Preferred Event Date
Average Age
Preferred Method of Learning
Knowledge of Your Occupational Pension