Financial Wellness Index

Financial wellness can really affect mental and physical health. Often people ‘just get used’ to a level of financial stress and aren’t even aware of the impact it is having on them. 

By completing just a few quick multi-choice questions you will discover how you feel about your current financial situation and what simple steps you could take to improve your financial health. 

Personal financial wellbeing and organisational performance are connected

Organisations that believe employee financial education will be a benefit to them
72%
Employees that worry about their finances
46%
Employers that say that money problems interfere with productivity
83%
Number of hours lost per month sorting out personal finance worries
23%
Employers that report "financial illness" drives absenteeism
58%

Organisations are looking to support their employees while at the same time increasing engagement, improving retention and productivity.

0 %
of employers say that they WANT financial education
0 %
of employers feel a financial wellbeing program is the RIGHT thing to do
0 %
of employers say they want to improve employee engagement

The great news is that

Workplace programs work

59 %
of employers say that they WANT financial education
68 %
report they have changed spending behaviour
77 %
now say they have a plan to achieve financial goals
58 %
confirm they have reviewed debt
71 %
claim they have changed spending behaviour

Organisations are looking to support their employees while at the same time increasing engagement, improving retention and productivity.

Sorted Workplace Brochure December 2018