Aetas ITW · Employer Diagnostic

How financially resilient
is your workforce?

This diagnostic takes around 8 minutes to complete. It assesses your organisation across three pillars, Benefits & Reward, Financial Education & Guidance, and Wellbeing & Culture, and delivers a personalised report with your score, narrative, and recommended next steps.

About You Benefits & Reward Financial Education Wellbeing & Culture
0

About You & Your Organisation

This helps us contextualise your results and tailor our recommendations to businesses of your size and sector.

1

Benefits & Reward

How well your current benefits package serves the genuine financial needs of your workforce, and how effectively employees engage with it.

Question 1 of 15
When did you last conduct a structured review of your employee benefits package, assessing both cost and employee value?
Question 2 of 15
How well do your employees understand and actively use the benefits available to them?
Question 3 of 15
Does your benefits package include financial wellbeing provisions, such as salary advance, debt support, savings schemes, or financial coaching?
Question 4 of 15
How well do your benefits support employees at different life stages, from those starting out financially, through to those approaching retirement?
Question 5 of 15
Do you have a structured reward or recognition programme that connects to performance, values, or key milestones?
2

Financial Education & Guidance

The degree to which your employees have access to meaningful financial knowledge, guidance, and one-to-one support as a workplace provision.

Question 6 of 15
Do you have any insight into the level of financial stress within your workforce, and its impact on productivity, absence, or engagement?
Question 7 of 15
Does your organisation provide financial education, such as workshops, webinars, or written guides, on topics relevant to your employees' lives?
Question 8 of 15
Do your employees have access to a qualified, regulated financial adviser as a workplace benefit, for individual guidance on pensions, savings, or financial planning?
Question 9 of 15
How confident are you that your employees genuinely understand their pension, including what they are contributing, what they will receive, and how to optimise it?
Question 10 of 15
Have you ever calculated, even informally, the financial cost to your business of employee financial stress (through absenteeism, presenteeism, or turnover)?
3

Wellbeing & Organisational Culture

How financial wellbeing sits within your wider people strategy, and how effectively it connects to leadership, retention, and sustainable business performance.

Question 11 of 15
Is financial wellbeing actively discussed and prioritised as part of your people and culture strategy, not just as an HR compliance issue?
Question 12 of 15
How engaged is your senior leadership team in financial wellbeing, not just as a benefit, but as a direct driver of business performance and retention?
Question 13 of 15
What is your current employee retention picture, and to what degree do you believe financial pressure plays a role in voluntary departures?
Question 14 of 15
Do you measure or track Return on Employee Investment, understanding what your total people cost delivers in terms of output, engagement, and commercial performance?
Question 15 of 15
What is your primary motivation for engaging with financial wellbeing at this stage?

Your results will be calculated immediately and sent to your email address. Matthew Steiner at Aetas will receive a copy and may be in touch to discuss your results and next steps. All responses are treated in confidence.

Please answer all 15 questions and complete your contact details before submitting.

0
out of 60

Benefits & Reward
0 / 20
Financial Education
0 / 20
Wellbeing & Culture
0 / 20
Your Assessment
Recommended Next Steps

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