Financial wellbeing survey

1
Does your company have a financial wellbeing strategy?* This field is required.
YESNO
2
Does your company allocate a budget for financial wellbeing initiatives?* This field is required.
YESNO
3
How often do your employees receive some form of financial wellbeing training?* This field is required.
Frequently (four or more times a year)
Annually
From time to time
Never
4
Which of the following financial wellbeing resources are readily available to your employees (click all that apply):
Paper documentation
Intranet with searchable content
Audio / Video content
Recorded webinars
Interactive budgeting and savings tools
Access to free helplines / financial advisors
5
Number1
6
Number2
7
Number3
8
Number4
9
How do you measure the effectiveness of your financial wellbeing efforts (select all that apply)?
Ongoing survey’s / questionnaires
Monitoring interaction with company intranet
Monitoring take-up of benefits
10
Number5
11
SUB(n)
12
Which ongoing methods of communication are used to inform employees of the financial benefits available to them (select all that apply)?
Paper documentation / new joiner pack
Intranet
Emails and Newsletters
Text messages
In person presentations
13
Number
14
Number
15
sub(e)
16
Do you give financial wellbeing training to employees on topics typically outside the range of company benefits, such as budgeting, mortgages and tax?* This field is required.
YESNO
17
How many employees are at your company?* This field is required.
1-10
10-100
100-1,000
1,000-10,000
10,000+
18
Where are your employees based?* This field is required.
A single location
A handful of locations within the UK
A handful of locations worldwide
Distributed widely throughout the UK
Distributed widely throughout the world
19
Which of the following areas drive your interest in financial wellbeing? (tick all that apply):
Increase employee productivity and attendance
Increase employee retention
Increase employee awareness and take-up of company benefits
Enhance company reputation internally and externally
Reduce financial stress of employees
Improve employee’s financial knowledge
20
If you have anything else you would like to share with us, such as any specific objectives you have or challenges you see in implementing an effective financial wellbeing strategy, please let us know in the box below.
Huge
Large
Normal
Small
Ok
Ok
21
c
22
s
23
e
24
n
Should be Empty: