Watch this short animation to understand how
The Financial Wellbeing Pulse works.
Built by academics and experts in the field of wellbeing and of financial planning.
You are what you measure, so it is essential to know what you are measuring.
The knowledge and experience of three organisations have been brought together to develop this brand new survey tool.
- Institute for Financial Wellbeing
- Centre for Thriving Places
- Aegon
Meet the team behind the Financial Wellbeing Pulse.
Why should I measure my clients’ financial wellbeing?
Financial wellbeing is a broad topic about the relationship between money and happiness.
Measuring this enables you to demonstrate the impact of your advice.
This can then be used to;
- Improve the quality of client outcomes
- Fulfil your Consumer Duty obligations
- Support your marketing activity
Find out more about how The Financial Wellbeing Pulse works.
