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EM_UK_RET_AC_SU_2008_S1900252_FINANCIAL_WELLBEING__GAP_ANALYSIS

Financial Wellbeing Gap Analysis

1. Email Address: *This question is required. This question requires a valid email address.

2. 1. How are you helping your employees understand their finances and prepare for the future? (tick all that apply)

Education seminars - pensions or non-pensions
Online education materials - pensions or non-pensions (excluding seminars)
Budgeting, aggregation and cashflow modelling tools
Financial guidance
Financial advice

3. 2. What facilities do you offer your employees to ensure they can absorb financial shocks? (tick all that apply)

Access to specific loan facilities e.g. season ticket
Access to general loan facility
Salary advance
Non-core insurance products
Core insurance products (including life, disability, critical illness, income protection) - only tick if all apply
Extension of core insurance to dependents
Discount vouchers/corporate discounts/allowances
Access to emergency child and elder care
Tax return and tax planning services
Side car or pension contribution divert option to create emergency fund
Will writing service

4. 3. How are you helping your employees keep on track to meet their financial goals? (tick all that apply)

Pension arrangement
Payroll support: Support with bonus sacrifice into pension
Payroll support: Cash alternatives to pension
Access to alternative savings vehicles (non-pensions): ISA
Access to alternative savings vehicles (non-pensions): LISA
Access to alternative savings vehicles (non-pensions): Sharesave
Access to alternative savings vehicles (non-pensions): Other investment savings (GIA)

5. 4. How are you helping your employees preserve their benefits and sustain financial freedom? (tick all that apply)

At retirement support: IFA advice
At retirement support: Annuity broking
At retirement support: Online guidance
Access to drawdown
Estate planning

6. 5. Is there anything else you offer your employees to support their financial wellbeing?