For HR, People and Reward teams · free

Do your people actually want help with their money? Find out in two minutes.

The Financial Wellbeing Pulse is a short anonymous survey you run with your own employees. You get a benchmarked report on what they worry about, what support they would use, and who they think should pay for it. It costs nothing and takes them two minutes.

Create my pulse linkSee the questions

Why it matters

Money worry comes to work. Most employers are guessing at how much.

23 million

UK adults estimated to be underserved by the advice and guidance market. Many of them are on your payroll.

Official market estimates, 2025
31,000

financial advisers in the UK, a number that has not moved since 2023. Traditional advice cannot reach a workforce.

Adviser market survey, 2026
2 minutes

Eleven anonymous questions. Long enough to learn something real, short enough that people finish it.

The Pulse
Benefits budgets get spent on what HR assumes people want. The Pulse replaces the assumption with an answer from your own people, alongside a benchmark of every other employer taking part, so you can see whether your workforce is typical or not.

How it works

Three steps. No procurement, no contract, no cost.

1

Create your link

Fill in the short form below. You get a survey link and a printable poster with a QR code straight away.

2

Share it with your people

Intranet, Slack or Teams, an all-staff email, the poster in the kitchen. Each person answers once, anonymously, in about two minutes.

3

Read the report

Once five or more people have answered, your report unlocks: your organisation against the benchmark on every question, with the anonymous free-text answers people leave.

What you get back

  • An appetite index: would your people use an employer-provided digital planning tool
  • How many have any financial plan, and how confident they feel
  • How often money worry affects focus at work, and an illustrative hours figure for your headcount
  • Where they most want help, and their biggest worry right now
  • Whether they want it digital, human, or both, and who they think should pay
  • Every question benchmarked against all other participating employers

A page you can print or save as a PDF and take into your next benefits conversation.

The questions

Exactly what your employees will be asked.

No names, no email addresses, no employee numbers, no salary. Nothing that could identify a person, and you only ever see combined results.

How old are you?
Have you ever had professional financial advice?
Do you have a financial plan?
How confident are you that your money is on track for the life you want?
What is your biggest money worry right now?
Where would you most like help? Pick up to three.
Does worrying about money affect your focus at work?
If your employer offered a digital tool that built you a personal financial plan, would you use it?
How would you want that to work: digital, human, or both?
Who do you think should pay for it?
What is the one money question you wish someone would answer for you? (optional)