Posts Tagged

Financial Wellbeing

In October 2026, Norton LifeLock Benefit Solutions announced Norton Money Workplace, a financial wellbeing offering with availability planned for December. Gen’s employee benefits division described a combination of financial visibility, protection, guidance and planning in its 22 October release. The announcement does not establish independent workforce outcomes. Purchase a defined employee journey For benefits teams, the first task would be to identify the problem the service should address. Helping

In October 2026, the Employee Benefit Research Institute reported continuing forfeitures from US flexible spending accounts. The research is dated 15 October, with a release on 21 October, and describes 2024 account experience rather than a 2026 projection. Across 3.3 million accounts, roughly four in ten holders forfeited unused funds. The average forfeiture among those losing money was $404, down from $436. That figure is conditional: it is not

In October 2026, Risk & Insurance examined Gallagher retirement benchmarks reporting that 85% of surveyed employers offer retirement benefits and 28% of employees expect their savings strategy to meet their goals. The 20 October analysis draws on separate employer and employee surveys. It does not establish a matched comparison or prove that access determines confidence. Keep each measure attached to its sample The employer survey covers 3,717 organisations from

In October 2026, Transamerica published its healthcare retirement-plan research with a release datelined 15 October, identifying immediate financial pressures alongside long-term retirement needs. Further coverage appeared on 19 October. The distinction matters: this is an October publication reporting earlier fieldwork, not a new survey of employees conducted during that later news cycle. For benefits teams, its practical value lies in coordinating support that employees can use alongside retirement planning.

Sun Life Asia released its third Financial Resilience Index on 9 June 2026, drawing on a May 2026 survey of more than 6,000 respondents in Hong Kong SAR, Indonesia, Malaysia, the Philippines, Singapore and Vietnam. The proportion classified as highly resilient fell from 32% in 2025 to 25% in 2026. The survey reports that 83% of respondents found monthly expenses harder to cover because of inflation. It also records

Dayforce’s publication of 30 March 2026 reports that the US retirement saving rate fell to 8.9% in 2025, its first decline in three years. More than one in four workers reduced their individual contributions, while use of loans from retirement accounts increased. The findings draw attention to the relationship between immediate financial needs and longer-term saving. They do not establish that an individual employer’s workforce has the same experience,

MAXIS Global Benefits Network has partnered with LearnLux to strengthen its global financial wellbeing offering, expanding access to structured financial guidance for multinational workforces worldwide.

When we started Neyber, we set out to help employees be better with their money and knew that companies would benefit from the knock-on effect. Now, five years on, we know that we and our clients completely underestimated the impact a financial wellbeing programme would have.

Young people in Britain face mounting debts and unaffordable living expenses according to new research from Neyber, but employers believe employees are borrowing less this year. The September 2018 study, carried out among 10,000 UK employees, found that 70% of people under the age of 34 need to borrow regularly either to pay their monthly bills or deal with day-to-day living expenses. However, only 77% of employers, down from

Adults in many countries around the world display low levels of financial knowledge according to the Organisation for Economic Co-operation and Development (OECD). Their December 2016 study, entitled the OECD/INFE International Survey of Adult Financial Literacy Competencies , reveals that besides low levels of knowledge, adults fail to engage in financial behaviors that could result in improved financial security, nor do they have financial attitudes oriented toward the long

250 U.S. employers, representing nearly 7 million workers, recently took part in the “2016 Hot Topics in Retirement and Financial Well-Being” survey conducted in late 2015 by Aon Hewitt that revealed plans by large employers to expand their current financial well-being programs for their employees in 2016. The survey indicated that 55 percent of employers currently offer some sort of help for workers in the areas of budgeting, money