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Discover our Financial Wellness Assessment

With the variety of challenges that businesses face today, employee productivity shouldn’t be one of them. Manulife’s Financial Wellness Assessment can help employees get on the path to financial wellness, which can lead them to being more productive at work.

In as little as five minutes, this online questionnaire measures overall financial wellness and provides plan members with a score and a personalized action plan to help improve their financial situation. 

The Financial Wellness Assessment is available to members of Manulife group retirement and group benefit plans, including group retirement plans formerly with Standard Life. The assessment can be found when members sign in to their online account.

Insight to take action 

Data gathered is provided through the Financial Wellness Assessment Report. The report gives aggregate insight into members’ levels of financial wellness and highlights areas that require more attention. The report provides the information you need to take action, help your employees address some of their challenges and improve their financial health and overall well-being.

Talk to your Manulife representative to discover how financially prepared employees can help benefit your bottom line.

Read the Financial Wellness Assessment brochures and watch the videos to learn more about the positive effects for your employees and your business.

1The Financial Wellness Report will only be produced for a plan sponsor if a minimum of 25 members have completed the assessment. The report is not available to all clients. Contact your Manulife representative to learn more.