Financial wellness programs tailored to your employees’ needs

Employee financial education and wellness practice

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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.

Empower your employees to take control of their financial lives

PwC helps you drive improvements in financial health with personalized financial coaching, group session webinars and workshops showcasing employee benefit plans, and a self-service platform that engages your employees in a guided financial wellness journey.

We empower employees to take control of their financial well-being by:​

  • Connecting employees with personalized financial coaching to motivate and support them in achieving their goals.​
  • Providing AI-enabled self-service platform to guide employees with actionable recommendations and motivate them to analyze their situation.
  • Tailoring webinar & workshop sessions to highlight employee benefit plans in the context of personal financial needs.​
  • Working closely with each client organization to design and deliver a finwell program that addresses their unique goals and objectives. 

How we can help

Overall wellness program

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

Compensation and benefit plan changes

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

Organizational changes

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 educating them about decisions related to benefit plan choices, severance, taxes and compensation plans
  • Encouraging use of employer-provided resources

Crisis support

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

PwC’s Employee Financial Wellness Survey

Guiding your employees through uncertain times

Contact us

Cornell Staeger

Cornell Staeger

Principal, PwC US

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