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.

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.
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.
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.
You will receive regular reports to explain the analytics of organisations financial wellbeing score and provided with recommendations to support your employees.
To receive a financial wellbeing questionnaire for your employees, simply complete the form
PLANNED FUTURE IS REGISTERED IN ENGLAND AND WALES AT SUITE 3, 3RD FLOOR, REFUGE HOUSE, 33-37 WATERGATE ROW, CHESTER, CH1 2LE UNDER COMPANY REGISTRATION NUMBER: 09367736
Suite 3
3rd Floor
Refuge House
33-37 Watergate Row
Chester
CH1 2LE