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Global Financial Health Study

Discover what more than 15,000 people in 10 countries say about their finances.

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“This comparative study on how people globally perceive their personal financial situation is the first of its kind. These data are catalysts for new, ongoing research and analytics that provide important insights on how to improve personal finances around the world.” —Joe Daly, Partner, Global Analytics

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Review the study's outcomes to help you make better decisions.

The Global Financial Health Study uncovers a wealth of unprecedented insights to help leaders, organizations and countries around the world make more informed, evidence-based decisions.

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Download the data set.

Access the study variables and the Excel files of the data set of more than 15,000 completed surveys in 10 different countries.

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Download the methodology document.

Discover 's survey methodology used in more than 140 countries worldwide each year. This document includes the survey questions, the list of variables in the data set and the methodology of the data collection.

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Download the study summary.

Review an overview of the development and results of the Global Financial Health Study.

Financial Health Study Provides New Insights on Financial Control and Security Around the World

Substantial academic literature demonstrates that access to and use of financial services has a significant positive impact on people's lives. Researchers have developed valuable measures of financial inclusion and financial literacy.

This project focuses on financial control -- the extent to which people perceive they are in control of and can influence their financial situation -- an important and complementary dimension within the umbrella of financial health.

Through this study, a new metric has been developed to measure perceived financial control through the eyes of individuals around the world.

This new measure, along with the wide range of other questions included in the survey, will allow for a better understanding of whether people are making sufficient use of financial services, and using their knowledge of and access to those services, to take control of their finances and improve their overall financial health.

Preview of the interactive report

Discover perceptions of financial control worldwide.

Shape your decision-making strategy with access to global data.

To receive complimentary online access to the Global Financial Health Study Summary and data set, as well as an email to download it, please complete the form. Someone from may also contact you via email about your interest in this topic.

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