Employee financial education and wellness

Financial wellness programs tailored to your employees’ needs

Improve your workforce’s financial well-being

You need to engage and retain productive employees, yet your workforce is stressed by their finances and distracted at work.

PwC’s Financial Wellness product

PwC empowers people to take control of their finances. We integrate a digital solution with personal financial coaching to drive measurable improvements in employee saving, spending, debt, retirement, and other financial decisions.

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Financial Wellness, a PwC Product

Watch: Learn how Financial Wellness can help accelerate your employees’ financial wellness journey with action-oriented plans that drive positive behavioral change.

How we can help

Our financial wellness programs reflect your organization and:

  • Meet employee needs by life and career stages
  • Include customized financial assessments, coaching and content to highlight benefit plans and total rewards
  • Integrate with your total rewards strategy and health and wellness programs
  • Provide measurable results with insights that help you target services and identify program impact

Our personal financial coaching and education help employees make informed choices related to:

  • Open enrollment and financial implications of benefit choices
  • Compensation events (salary or bonus changes, equity vesting)
  • Retirement plan conversions, election windows, retirement readiness
  • Voluntary and involuntary retirement programs

We anticipate and address employee questions related to mergers, acquisitions, IPOs, workforce reduction and relocation by:

  • Personalizing the transition with financial coaching and webinars
  • Serving as a central point of contact for employees
  • Showing employees how they’re impacted and educate them about decisions related to benefit plan choices, severance, taxes and compensation plans
  • Encourage use of employer-provided resources

Our personal financial coaching and education can help employees prepare for and cope with financial impacts of:

  • Natural disasters
  • Terminal illness or disability
  • Death in the family
  • Job loss
  • Credit/debt issues

Contact us

Cornell Staeger

Cornell Staeger

Principal, PwC US

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