0844 967 2567
enquiries@plannedfuture.co.uk

Financial Wellbeing
Questionnaire

Financial Wellbeing questionnaire

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. Below are some of the points that are included. 

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. You can find out more below.

potential topics

Find out what is worrying your employees the most. The topics that receive the most votes will be included within the programme. 

PERSONAL BUDGETING
DEBT MANAGEMENT
MORTGAGES
UNDERSTANDING TAX
100%
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 FACTORS & DEMOGRAPHICS

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. 

PREFERED WORKSHOP DAY
AVERAGE AGE
PREFERED METHOD OF LEARNING
KNOWLEDGE OF YOUR OCCUPATIONAL PENSION SCHEME

REQUEST YOUR FINANCIAL WELLBEING QUESTIONNAIRE

To receive your free financial wellbeing questionnaire to be supplied to your employees, simply complete the form on the right. 

Chester

0844 967 2567

London

020 7692 0567