0%
0
100
Struggling
Stretched
Managing
Thriving

Based on your score, it looks like you are managing

Your score suggests that you are confident in most of your finances. You have the confidence to plan for the future, but you might not have the plans in place yet.


  • Understand more about my score

    The Financial Wellbeing Index

    This index is designed to help you assess how well prepared you are to meet your financial needs. It provides a moment-in-time snapshot of your financial wellbeing.

    • The score comes from eight multiple-choice questions.
    • The questions correspond to the Financial Health Network indicators of financial health
    • These questions cover four main areas of financial health: Spend, Save, Borrow, Plan.
    • Every user will receive a score between 0 and 100.

    What your score means.

    Here’s how we group the scores:

    • 0-39: The score suggests you might be Struggling.
    • 40-59: The score suggests you might be Stretched.
    • 60-79: The score suggests you might be Managing.
    • 80-100: The score suggests you might be Thriving.

    Take the Financial Wellbeing Healthcheck again.


Our Financial Wellbeing Healthcheck is only a first step to help you understand your financial health. It does not offer a complete review of your financial situation. Any suggestions you get are based only on your answers. These suggestions are not financial advice.

An important first move

Create a long-term financial plan.

You’ve now completed Step 1 of your Financial Wellbeing journey.

What’s Next?

Book a Financial Wellbeing Needs Review

Our dedicated team is on hand to help you make the most of your money by developing a free, personalised plan for you.

Are you a Bank at Work customer?

Text BAW to 50365 to book your free appointment.
Money Worries Hub
Money Worries Hub

Money Worries Hub

Find yourself under financial strain? We’re here to listen, support, and help find a way to relieve the pressure.
Financial Wellbeing Support Centre
Financial Wellbeing Support Centre

Financial Wellbeing Support Centre

We’re here to help. We have a range of dedicated supports available, with tools, tips and calculators designed to help you take control of your finances.
For Bank at Work customers
For Bank at Work customers

For Bank at Work customers

Our dedicated advisors are available to discuss your Financial Wellbeing score and to help develop a free personalised plan for you.