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Charity Wellbeing Diagnostic

How well is your charity doing on financial wellbeing?

A free 15-question self-assessment for charity leaders, across three pillars: Benefits and Reward, Financial Education and Guidance, and Wellbeing and Culture. Around eight minutes. A personalised report with recommended next steps delivered to your inbox.

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Section 01 of 03

Benefits and Reward

How well your current benefits and pension package serves the genuine financial needs of your staff, given the budget constraints of the sector.

Question 1 of 15When did you last conduct a structured review of your staff benefits package, assessing both cost to the charity and value to staff?
Question 2 of 15How well do your staff understand and actively use the benefits available to them?
Question 3 of 15Does your benefits package include financial wellbeing provisions, such as salary advance, debt support, savings schemes, or financial coaching?
Question 4 of 15How well does your pension scheme serve staff at different life stages, from those starting out through to those approaching retirement?
Question 5 of 15Do you have a structured approach to recognition and non-financial reward, given the constraints on pay typical in our sector?
Section 02 of 03

Financial Education and Guidance

Whether your staff have access to practical financial education and qualified guidance when they need it.

Question 6 of 15Do you have any insight into the level of financial stress within your workforce?
Question 7 of 15Does your organisation provide financial education, such as workshops, sessions, or learning resources?
Question 8 of 15Do your staff have access to a qualified, regulated financial adviser as a workplace benefit?
Question 9 of 15How confident are you that staff genuinely understand their pension and what to do with it?
Question 10 of 15Have you ever calculated, even informally, the cost to your charity of staff financial stress (lost time, absence, turnover)?
Section 03 of 03

Wellbeing and Culture

Whether financial wellbeing has a strategic place in how your charity operates, and how senior leadership engages with the topic.

Question 11 of 15Is financial wellbeing actively discussed and prioritised as part of your people strategy?
Question 12 of 15How engaged are your CEO and senior team in financial wellbeing, not just supportive but actively involved?
Question 13 of 15What is your current retention picture, and to what degree do you think financial pressure is contributing to staff loss?
Question 14 of 15Do you report on staff wellbeing to your trustees or major funders in any structured way?
Question 15 of 15What is your primary motivation for engaging with financial wellbeing in your team?
One last step

Where should we send your results?

Your personalised report will be calculated immediately. Enter your details below to receive it.

Your details

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