Discover how our updated version of the Financial Wellness Assessment tool helps your clients' employees' finances

Financial well-being is an important part of life. The Financial Wellness Assessment is a key tool to help gain insight into financial health. It not only provides information on your clients' employees' current financial position, but it also highlights the financial areas where they may want to pay more attention to be on firmer financial footing.

We've updated and refreshed the tool to give them an even better experience and make it easier to take positive steps to help improve their finances.

Here are some of the recent enhancements we've made to the Financial Wellness Assessment tool to benefit your clients' employees:

• New look: We've refreshed our Manulife logo for a contemporary look that's now in alignment with all Manulife materials.
• More relevant data: We've updated the average Financial Wellness Score for all users on the "results" page and on the downloadable PDF. This provides an up-to-date snapshot of the average score to help your clients' employees assess their own financial situation. The current average score is based on all user data from the previous 12 months. This update provides users with a more current and relevant benchmark.
• Change to the "About You" page: To make our tools more inclusive, we've removed "gender" from the "About You" page, in recognition that gender is non-binary. This is part of a larger, company-wide initiative to enhance the experiences of everyone who interacts with Manulife.
• Unified access to learning resources: Your clients' employees can now enjoy a consistent user experience across the Financial Wellness Assessment site—where they can access a wide assortment of materials in our Learning Centre (formerly the "Full Resource Library")—through their own member website. The Learning Centre contains a full suite of financial wellness resources, including materials covering retirement readiness, lifestyle, health, and general wellness.

The Financial Wellness Assessment tool is a popular and easy-to-use way for your clients' employees to gain insights into their current financial situation. This tool can be the first step in highlighting which areas of financial life may need a bit more attention and care. It's also a portal to all the insightful learning resources we offer to help improve their financial and personal lives. That's why Manulife is committed to continually updating our Financial Wellness Assessment tools and resources to help them achieve—and maintain—financial wellness. The new version now offers the most up-to-date resources and tools to give everyone the best experience possible.