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Employee Financial Wellness Survey

Do you plan to conduct an employee financial wellness survey? Financial wellness is essential for everyone, but especially for employees. Many employees face financial difficulties, and we need to change the way we talk about financial wellness. Use the results to create programs to build financial wellness for employees. 

Time to complete

3 minutes

Eligibility

All full-time employees are eligible to participate in the survey.

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Questions for Employee Financial Wellness Survey

1.

What does financial wellness mean to you?

The answer should be a multiple choice:
  1. Not being stressed about my finances
  2. Being debt / loan free
  3. Having enough savings that I’m not worried about unexpected expenses
  4. Financial freedom to make choices to enjoy life
  5. Being able to meet my day-to-day/monthly expenses
  6. Being able to retire when I want to
  7. Other
2.

Which of the following causes you the most stress? 

The answer should be a single choice:
  1. My Finances
  2. My Health
  3. My Job
  4. My Relationships
  5. Planning for Retirement
  6. Other
3.

What are your top financial concerns?

The answer should be a single choice:
  1. Not having enough emergency savings for unexpected expenses
  2. Not being able to retire when I want to
  3. Not being able to meet monthly expenses
  4. Being laid off from work (Losing your job)
  5. Not being able to pay rent / home loan EMI on time
  6. Not being able to pay for education / other personal loans
  7. Other
4.

What would most help you achieve your future financial goals?

The answer should be a single choice:
  1. Rising stock market
  2. Improved housing market
  3. Better job security
  4. Lower education costs
  5. Lower inflation
  6. Lower healthcare costs
  7. Assistance from a personal financial planner or coach
  8. Other
5.

Overall, how do you feel your generation is doing financially as compared to the prior generation (e.g. your parents)?

The answer should be a single choice:
  1. Worse financially
  2. About the same
  3. Better financially
6.

Do you believe that your employer cares about your financial well-being

The answer should be a single choice:
  1. Yes
  2. No
  3. Maybe
7.

Do you think your salary / compensation is keeping up with the rising cost of their living expenses? *

The answer should be a single choice:
  1. Yes
  2. No
  3. Maybe
8.

Do you have a good understanding of employer benefit and savings plans and the role those plans play in their overall financial well-being? *

The answer should be a single choice:
  1. Yes
  2. No
  3. Maybe
9.

My employer financial wellness program has helped me..

The answer should be a single choice:
  1. Prepare for retirement
  2. Get my spending under control
  3. Pay off debt / loan
  4. Save more for major goals (purchases, home, education)
  5. Better manage my investments/asset allocation
  6. Better manage healthcare expenses/save for future healthcare expenses
  7. None of these
  8. Other
10.

What employer benefits / tools would help you reduce stress?

The answer should be a single choice:
  1. Unbiased financial counselors
  2. Loan assistance
  3. Identify theft protection or credit card protection
  4. Legal guidance
  5. Help managing cash and debt issues
  6. Understanding medical bills/managing rising costs of healthcare
  7. Investment/Retirement planning
  8. Other
  9. No Answer
11.

Which of the following resources do you most trust for your financial advice and education?

The answer should be a single choice:
  1. Friends and/or family
  2. Independent Financial Planner (who doesn’t sell any investment or insurance products)
  3. Broker or investment advisor
  4. Attorney
  5. Accountant
  6. Insurance agent
  7. Internet site(s) not affiliated with a financial advisor
12.

When are you most likely to seek financial help or guidance? 

The answer should be a single choice:
  1. When I have to make an important financial decision like buying a home or making saving and investing decisions.
  2. When I find myself in financial crisis (debt issues, unexpected expenses, job or income loss, lack of cash flow)
  3. When I am experiencing a life event like marriage, birth, death, divorce, or job change
  4. Never. I handle my own finances
  5. On an ongoing basis as I have a financial advisor
  6. Other
13.

When it comes to getting help with my personal finances?

The answer should be a single choice:
  1. I want to make my own decisions, but want someone to validate that decision
  2. I want specific advice (I want to be told what to do)
  3. I don’t need anyone else’s help
14.

Do you find it difficult to meet your household expenses on time each month? 

The answer should be a single choice:
  1. Yes
  2. No
  3. Maybe
15.

Would you be able to meet your basic expenses if you were out of work for an extended period of time? *

The answer should be a single choice:
  1. Yes
  2. No
  3. Maybe
16.

How much money have you saved to deal with unexpected expenses?

The answer should be a multiple choice:
  1. Less than $1,000
  2. Between $1,000 Lac to $5,000
  3. Between $5,000 Lac to $10,000
  4. Above $10,000
17.

Do you consistently carry an outstanding balance on your credit card?

The answer should be a single choice:
  1. Yes
  2. No
18.

Do you find it difficult to make minimum credit card payments on time each month?

The answer should be a text input.
19.

How much do you owe in total on your credit cards?

The answer should be a single choice:
  1. Less than Rs. 25,000
  2. Between Rs. 25,000 and Rs. 50,000
  3. Between Rs. 50,000 and Rs. 1 Lac
  4. More than Rs. 1 Lac
  5. I don't have a credit card
20.

Are you finding it stressful dealing with your financial situation?

The answer should be a single choice:
  1. Never
  2. Rarely
  3. Sometimes
  4. Often
  5. Always
21.

Issues with personal finances have been a distraction at work

The answer should be a single choice:
  1. Daily
  2. Weekly
  3. Monthly
  4. Bi-Monthly
  5. Quarterly
  6. Never
22.

Which of the following has been impacted by your financial worries?

The answer should be a single choice:
  1. Health
  2. Relationships at home
  3. Productivity at work
  4. Attendance at work
  5. Other
  6. None of these

Similar Ideas

  • Financial Wellness Survey for Employees
  • Employee Financial Well-Being Survey
  • Financial Wellness Survey for Staff
  • Financial Well-Being of Employees Survey

Here are some FAQs and additional information
on Employee Financial Wellness Survey

What is Financial wellness?

Financial wellness is the process of making informed and responsible decisions about your money. It includes creating and following a budget, saving for your future, and investing in your future. Financial wellness also includes understanding your rights and responsibilities when it comes to your finances, and knowing where to go for help when you need it.

What contributes to financial wellness?

There are many factors that contribute to financial wellness. These include your income, your expenses, your debts, your assets, your credit score, your financial goals, and your risk tolerance.

What are the benefits of financial wellness?

The benefits of financial wellness include improved financial security, increased peace of mind, and improved physical and mental health. Financial wellness can also lead to increased job satisfaction and productivity, and improved relationships.

How do you improve financial wellness?

There are many ways to improve financial wellness. These include creating and following a budget, saving for your future, investing in your future, paying off your debts, and improving your credit score. You can also improve financial wellness by educating yourself about your finances and your rights and responsibilities when it comes to your money.

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