The Money Advice Scotland Wellbeing Index is the first of its kind for the advice sector in Scotland. It presents the results of surveys distributed across the year and paints a picture of the current state of wellbeing among money advisers.

Our previous research on adviser wellbeing highlighted a clear need for change to support wellbeing in the money advice sector, and resulted in the creation of our adviser wellbeing project. The project addresses the immediate training needs of advisers through our programme of wellbeing training sessions, as well as more research into what helps and harms the wellbeing of advisers. The Wellbeing Index is the culmination of this part of the project. 

To read the reports from 20-21 or 21-22 click on the images below.


Wellbeing Index 2020-2021


Wellbeing Index 2021-2022

The Wellbeing Index 2021-2022 was launched on 31st May 2022. To launch the index an accompanying blog was released which highlights some of the key findings from the report as well as what is next for the project. You can read the blog written by Niamh Brown (Learning & Development Consultant) here.


We are grateful to Scottish Government for supporting this work. Their funding on this project since 2020 shows an admirable commitment to tackling the difficult subject of wellbeing in the money advice sector.

We would like to thank all advisers who took part in the study and shared their experiences with us. The ongoing support and participation of staff in the sector is crucial to creating meaningful change for advisers.