Now available for pre-order.

The Financial Wellbeing Pulse;
measuring the relationship between money and happiness.

Through a combination of survey and reporting tools, you and your clients are able to accurately track their financial wellbeing, enabling you to demonstrate the impact of your advice. 

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.

About the Financial Wellbeing Pulse Team

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.

How It Works

Got questions? That’s hardly surprising!

Check out our comprehensive question and answers.