Note that this is a demonstration page only
Welcome to the Widgets Ltd
Financial Wellbeing Assessment
This page is the start of your journey to understanding your financial wellbeing and hopefully finding actionable tips that will help you improve.
Widgets Ltd have worked with financialeducation.co.uk to develop a financial wellbeing assessment tool.
What is the tool?
The tool asks you questions related to 7 areas of your life:
- Budgeting
- Debt Management
- Pay & Allowances
- Household Spending
- Health Protection
- Pension & Savings
- Later Life Planning
How to do you use it?
You can access the tool further down this page.
The tool takes about 15 minutes to complete, so please make sure you have given yourself this time to work through the questions.
What happens after I have used it?
Once you have completed the tool you will:
a) Receive a personalised report setting out how you have scored in each of the areas above.
b) Over the course of the next few months receive a series of emails providing you with lots of helpful and actionable advice on steps you can take to improve your financial wellbeing.
Finally, for your own peace of mind, Widgets Ltd will not see your underlying scores or personalised report. They will only see aggregated data, which in turn will be used to help identify what financial education and support programmes and products could be made available to support employees.
What other help is there?
Further down this page you can also access:
1) Organisations and websites that can help address the issues raised by the Tool
2) A library of useful information if you want to learn more about any of the topics that are raised in the Tool
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Watch this 1 minute video before you start
Start your assessment
The assessment will take you about 15 minutes to complete. So, please grab yourself a drink, turn off any distractions and focus on making your way through the questions.
Please do try and answer as honestly as possible as this will ensure you get a more accurate score at the end.
You can start the financial wellbeing assessment by clicking the red button below.
Helpful resources
In this section we have provided contact details for a range of organisations that can help you.
Organisations that can help you with financial issues
Pensions
Aviva
Mortgages
Trussle
Debt
Step Change
Organisations that can help you with legal issues
General Advice
Citizens Advice Bureau
Wills & Probate
DB Wills & Probate
Setting Up A Trust
UK Trust Planning Ltd
Organisations that can help you with daily life
Car & Home Insurance
Money Super Market
Checking Your Credit Rating
Check My File
Get Cheaper Bills
Switchd
Organisations that can help with health and wellbeing issues
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EAP
Westfield Health
Digital GP Services
Doctor@Hand
Mental Health
Mind
Any questions?
If you have any questions, you can contact us at [email protected] or [email protected]
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