Financial Wellbeing Pulse Survey

To help Partners& and your employer provide the support you need, we have created a short financial wellbeing survey. Please note that this is completely confidential and we will not ask for, or obtain, any personal details. This will enable us to deliver content that is tailored to the areas you would like more support or information on.

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* 1. Company name

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* 2. How would you rate your financial health?

I'm very worried about my financial health

I'm beginning to worry about my financial health

I'm doing ok however slightly nervous about the future

Financial health is good, but I would like to understand investment options

I have no concerns about by financial health

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* 3. Are you worried about your household debt?

Yes, very worried

I am getting concerned

No, i'm fine

I'm not sure how much household debt I/we have

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* 4. Which area is your biggest cause for concern?

Budgeting

Income vs. expenditure

Controlling spending

Managing debt

Savings & investments

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* 5. Do you use a budget planner to monitor & control your income vs. your spending?

No, I don't use a budget planner

I have previously used one, but not in the last year

Occasionally I use a budget planner

I use a budget planner regularly

No, I don't feel I need to use a budget planner

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* 6. When did you last check your credit score?

I check it monthly

I check it annually

In the last two years

I don't check my credit score

I'm not sure what a credit score is

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* 7. How do you check your credit score?

I use a paid subscription service

I use a free subscription service

I'm not sure how to check my credit score

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* 8. Have you recently checked to make sure you are claiming any tax breaks that may be due to you?

Yes, I check regularly

Yes, I occasionally check

No, I don't check for tax breaks

I have never considered doing this

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* 9. Do you understand your company pension scheme?

Yes, I understand how it works, tax reliefs and expected pension

Yes, but unsure on tax reliefs and expected pension

Yes, but unsure on expected pension

No, I don't understand how it works

I have not joined the company pension scheme

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* 10. Do you understand how your employer's benefits package can help you financially?

Yes, we have regular updates

Yes, we have occasional updates

No, I don't think this has been explained to me

No, I am unsure on what the benefits package is

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* 11. Which financial area(s) would you like more support on in 2023?

Student loans and starting work

Buying a house

Making a will / inheritance planning

Savings and investments

Other (please specify)

None of the above