Stribe Logo
  • Product
    • Pulse Surveys
    • Recognition Tool
    • Anonymous Messenger
    • Engagement App
    • Employee Insights
    • Employee Intranet
  • Why Stribe?
    • About Us
    • Anonymity
    • Social Value
  • Customers
    • Partners
    • Industries
    • Case Studies
  • Pricing
  • Resources
    • Stribe vs. Google Forms
    • Stribe vs. Microsoft Forms
    • Stribe vs. SurveyMonkey
    • HR Tools and Calculators
  • Product
    • Pulse Surveys
    • Recognition Tool
    • Anonymous Messenger
    • Engagement App
    • Employee Insights
    • Employee Intranet
  • Why Stribe?
    • About Us
    • Anonymity
    • Social Value
  • Customers
    • Partners
    • Industries
    • Case Studies
  • Pricing
  • Resources
    • Stribe vs. Google Forms
    • Stribe vs. Microsoft Forms
    • Stribe vs. SurveyMonkey
    • HR Tools and Calculators
Login
Get started

7 financial wellbeing questions to include in your next employee pulse survey

Last updated November 2024

Talking about employee financial wellbeing can feel daunting – we get it.

But with over half (52%) of all UK employees admitting that cost-of-living pressures are influencing how they are feeling and performing at work – it’s something organisational leaders must gain the confidence to start working on.

Financial wellness is too important to ignore.

In this article we’ll show you how pulse surveys – that ask the right employee financial wellbeing questions – can be a simple way to improve the financial wellness support you’re providing your employees.

 

  • Financial wellbeing statistics UK
  • What is a financial wellness pulse survey?
  • Why use pulse surveys for financial wellbeing?
  • How often should you ask financial wellbeing questions?
  • How to measure financial wellbeing
  • Best employee financial wellness survey questions
  • How to use pulse surveys to create change that matters

Download and save these questions for later (PDF) 📚👩‍💻

Financial wellbeing statistics in the UK

Financial wellness is a key driver of overall wellbeing and mental health.

At a glance, these statistics from the Money & Pensions Service show just how many UK adults are being affected by money worries and low financial wellbeing.

  • 22% of people have less than £100 savings.
  • 60% of adults are struggling to keep up with bills.
  • 17% often borrow money to buy food or pay bills.

What is a financial wellness pulse survey?

Employee pulse surveys are short, quick surveys that are sent to employees on a regular basis – this could be weekly, fortnightly, monthly, or quarterly.

Generally, they are much shorter than annual or employee lifecycle surveys, using between 1 – 10 questions which means they are much quicker for employees to complete than more traditional surveys.

Financial wellness pulse surveys simply focus on the financial wellbeing of employees.

 

Why use pulse surveys for financial wellbeing?

You wouldn’t check your bank account just once a year, so why are you happy only checking in on employees with surveys just once a year?

Employee pulse surveys are so important for providing data on factors that may be influencing how your employees are thinking and feeling – including financial wellness.

Pulse surveys are simple, flexible, and adaptable which means that they are easy to create and send to employees more regularly than in-depth annual surveys.

This gives you the ability to have your finger on the pulse of things that are impacting your employees’ engagement before it’s too late.

The feedback from employee financial wellness pulse surveys will help you decide what money worries or challenges are affecting your team most, and how you can support them through ongoing cost-of-living pressures and economic uncertainties.

quotation mark Supporting employee financial wellbeing isn’t just a moral responsibility, it’s necessary for successful business and a healthy workforce. quotation mark

Kieran Innes, Stribe CEO.

How often should you run financial wellbeing questions?

There is no ‘one size fits all’ rule for pulse surveys, every organisation is different and will benefit from a different cadence.

Most organisations run pulse surveys monthly or quarterly, but what we’ve found works best is that your pulse survey frequency should be in line with how quickly you can communicate the results and create change based on employees’ feedback.

Doing this will help build confidence and engagement in the surveys which will serve you well for the future.

For example, aligning your employee pulse surveys to your management or board meetings will ensure that results can be discussed and actions agreed in a timely manner so that you can feed back to employees quickly after the survey ends.

 

How to measure financial wellbeing

Measuring financial wellbeing isn’t an exact science, but there are many indicators that can help you build a picture of how your employees are doing.

For example, monitoring changes in productivity and performance, and absenteeism and satisfaction will help you understand how employees are feeling about their financial wellbeing.

The way employees engage with financial wellness programmes and benefits such as your company’s EAP also change as employee wellbeing changes too, including these usage stats in your monthly reporting will give you great insights into any changes within your employees.

Here is our recommended list of financial wellness metrics to track and measure:

  • Financial stress survey results
  • Employee productivity levels
  • Absenteeism rates
  • Employee financial satisfaction scores
  • Participation in financial wellness programs
  • Utilisation rate of EAPs
  • Employee turnover rate
  • Engagement with company-provided financial education resources

Tips for supporting employee financial wellbeing with Abby Birch

Catch-up on Stribe’s webinar featuring personal finance expert Abby Birch from My Money Explained.

Together, we explore how to ease financial stress at work, share tips for comfortable money conversations with employees, and discuss how external economic impacts can affect your team.

 

7 x best employee financial wellness survey questions

Measuring and supporting employee financial wellbeing can feel daunting.

The best place to start is by adding questions to your employee pulse survey that will give you data to help you build (or adapt!) your strategy.

To help you get started, here are seven of our favourite financial wellbeing questions that you can incorporate into your next employee pulse survey.

These questions will give you the insights you need to build a financial wellbeing plan that really supports your employees.

 

  • How much are financial worries currently affecting your mental wellbeing? Answer Type: 1-10 (Not at all – A lot)

Free text follow-up question: Which element of your finances impacts your mental wellbeing the most?

  • To what extent do you agree or disagree with the following statement: I often lose sleep worrying about my finances. Answer Type: 1 – 10 (Never – Always)

Free text follow-up question: Please share detail to expand on why you scored this way

  • I feel confident I could handle a major unexpected expense. Answer Type: 1-10 (Strongly disagree – Strongly agree)

Follow-up question: Please share more detail

  • In the past two weeks, how often have you felt worried about the rising costs of living? Answer Type: 1-10 (Never – Very frequently)

Follow-up question: What types of support would help you?

  • How satisfied are you with your compensation and benefits? Answer Type: 1-10 (Not at all – Very)

Follow-up question: What else could we do to support you?

  • How well do you feel {company name} supports your financial wellbeing? Answer Type: 1-10 (Not at all – Very)

Follow-up question: Please share detail to help us understand your answer

  • What employer benefit would you like to see added in the future? Answer Type: Multiple Choice – Private medical/dental insurance, Flexible hours, Training and development, Wellness packages, Cost of living support

Follow-up question: Please share more thoughts and ideas

 

How to use pulse surveys to create change that matters

By using these financial wellness survey questions – and being smart about the tools you use to collect your insights – you will ensure that the financial support you put in place for your employees is tailored and relevant to their needs.

At Stribe, we give you the flexibility to ask the right questions for your organisation, and will work with you to make sure they give you the insights to create real change.

The right software can make or break your pulse survey strategy, using a tool that gives you true flexibility – and is powerful enough to give you confidence in your results – is key.

Find out more about how the team at Stribe can help you get your financial wellbeing strategy right.

 

Play interactive demo

About the author

Lucy Harvey COO at Stribe
Lucy Harvey

Lucy Harvey, COO at Stribe, has 11+ years’ experience in purpose-driven leadership roles across health, wellbeing, internal communications, employee engagement, and marketing. She is passionate about creating workplaces where people are happy, fulfilled, and feel comfortable and safe to talk.

Related Articles

View All
Wellbeing

14 financial wellbeing statistics that workplace leaders need to see

If you’re a workplace leader, these eye-opening statistics will show why employee financial wellbeing needs to be a top priority in 2025.

Read More
Leadership

7 subtle signs that your managers are struggling (and how to help)

Subtle signs that managers are struggling. Identify the challenges your managers are facing and learn how to help, before they escalate.

Read More
Wellbeing

How to manage workplace stress – tips from Talk Works

Work-related stress advice from the team at Talk Works led by MD, Helen Wilkinson and Consultant Clinical Psychologist, Dr Jen Cottam.

Read More
View All

Info

  • FAQs
  • Anonymity
  • Integrations
  • Help Centre
  • Privacy Policy
  • People Science

Stay in touch

  • Contact
  • Newsletter
  • Linkedin
  • Twitter
  • Instagram

Comparisons

  • Google Forms Alternative
  • Microsoft Forms Alternative
  • SurveyMonkey Alternative

Who we work with

  • Good Employment Charter
  • Public Sector
  • Private Sector
  • Legal Sector
  • Tourism Sector
  • Further Education

Mobile Apps

Stribe on the Apple App Store
Stribe on the Google Play Store

© 2025 Stribe. All right reserved.
Branding & Design by White Bear Studio