Employee financial wellness


  • Are your employees financially healthy?
  • How prepared are they to handle debt, budgeting, retirement, investing, planning for the unexpected and the financial implications of other life events?
  • Are financial concerns becoming a distraction for employees and increasing their stress at work?
  • How effective are your benefits, education, and assistance programs in addressing and preventing employee financial issues?

The answers to these questions have often eluded human resource professionals. Like health and wellness, employee personal financial fitness is an important aspect of overall well-being. Financial stress can also impact absenteeism, employee productivity, retirement, and healthcare costs. While general financial, retirement, and investment education programs are helpful, too often they are done without any real knowledge of their impact.

How PwC can help

The award-winning PwC Employee Financial Education and Wellness practice has teamed with PwC Saratoga, a global leader in the measurement and benchmarking of human capital, to evaluate your employees’ financial well-being.

With a personalized approach that matches specific solutions to individual needs, we help improve the likelihood of achieving greater financial health.

Employers gain valuable insight into the financial health of their employee group which helps HR professionals make decisions not only about their financial education and wellness program, but also about other benefits, communication, and human capital management strategies.

Contact us

Shawn Panson
Private Company Services, Leader
Tel: +1 (973) 236 5677

Kent E. Allison
Partner & National Leader, Employee Financial Education & Wellness
Tel: +1 (973) 236 5253

Aaron J. Harding
Managing Director, Employee Financial Education & Wellness
Tel: +1 (407) 236-5152

Emily P. Serna
Tel: +1 (973) 236 5832

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