Report

Financial wellbeing in the workplace 2026

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Data from more than 27,000 employees shows that 88% report feeling financially stressed, regardless of income level, age, industry, or demographics. 

This annual report draws on a year of real employee engagement data to surface the trends shaping workplace financial wellbeing today. It reveals how employees use digital tools and one-on-one financial guidance, plus what drives program adoption across global workforce segments.

Checklist:

  • Data from 27,000+ employees on financial stress across all income levels and demographics
  • How employees engage with financial wellbeing programs at key life and work moments
  • Trends in digital guidance usage and one-on-one financial planner engagement
  • Key stats for building the business case for financial wellbeing investment