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Identifying any gaps in your company’s financial wellbeing strategy is an important step in providing an effective financial wellbeing solution. Take our 2-minute assessment to measure your current strengths and see where you can improve…

Our quiz will provide a total score to the user based on the total for their scores on connectivity, education, and engagement. Depending on the user’s selection to each question they will either get a (c)onnectivity, (e)ducation, e(n)gement or (s)ize point. Some questions have a single answer, others require the user to select all that apply. The question should indicate where this is expected but please let us know if this is not clear.

Introduction

A complete financial wellbeing strategy needs to connect, educate, and engage your employees. The next 9 questions will measure your strengths in each of these areas.

Does the company have an existing strategy specifically targeting financial wellbeing?

Yes (c+1, e+1, n+1) No

Does the company allocate a budget for financial wellbeing initiatives?

Yes (c+1, e+1, n+1) No

How often do your employees receive some form of financial wellbeing training?

Frequently (four or more times a year) (c+4) Annually (c+2) From time to time (c+1) Never

Which of the following financial wellbeing resources are readily available to your employees (click all that apply):

Paper documentation (e+1) Intranet with searchable content (e+1) Audio / Video content (e+1, n+2) Recorded webinars (e+1, n+2) Interactive budgeting and savings tools (e+1, n+2) Access to free helplines / financial advisors (e+3, n+2)

How do you measure the effectiveness of your financial wellbeing efforts (select all that apply)?

Ongoing survey’s / questionnaires? (c+1, n+1) Monitoring interaction with company intranet (c+1) Monitoring take-up of benefits (c+1)

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 (e+1) Intranet (e+1) Emails and Newsletters (c+1, e+1, n+1) Text messages (c+1, e+1, n+1) In person presentations (c+1, e+1, n+1)

Do you give financial wellbeing training to employees on topics typically outside the range of company benefits, such as budgeting, mortgages and tax?

Yes (e+2, n+2) No

About you

How many employees are at your company?

1-10 10-100 100-1000 (s+1) 1000-10000 (s+2) 10000+ (s+3)

Where are your employees based?

A single location A handful of locations within the UK (s+1) A handful of locations worldwide (s+1) Distributed widely throughout the UK (s+3) Distributed widely throughout the world (s+3)

Improve your employee’s financial wellbeing & attract and retain great staff.

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