Download the workplace financial wellbeing report
Key findings include:
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Financial wellbeing is now a strategic priority: 55% of employers identify financial wellbeing as a major organisational priority, with a further 38% describing it as an emerging priority.
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Employee confidence does not always reflect financial capability: Employers believe employees are confident managing retirement savings, with 55% reporting employees are "very confident" and 39% "somewhat confident", yet the report notes that confidence may mask gaps in financial capability and long-term decision-making.
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Engagement remains a challenge: Only 39% of employers report high engagement with financial wellbeing communications, despite growing awareness of available support.
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Personalization drives stronger outcomes: Employers offering personalized, life-stage financial wellbeing support are more likely to report measurable ROI, with 56% reporting clear and measurable impact, compared with 42% for emergency financial assistance and 38% for equity schemes.
- Measurement remains underdeveloped: While 56% of employers report clear and measurable ROI from their financial wellbeing programmes, a further 40% report only partial or indirect impact. Even among employers that view financial wellbeing as a major priority, 27% still rely on partial or unquantified evidence of impact.
