Report Financial wellbeing in the workplace 2026

Partner Insights from

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

Financial wellness

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This seminar is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® certification holders. HR certified? Attend the seminar and earn 1 PDC toward your SHRM-CP® or SHRM-SCP® recertification!