As financial pressures continue to affect employees’ wellbeing, health and day-to-day resilience, employers are looking for practical ways to strengthen the support they provide at every stage of life. While many organisations have invested in financial wellbeing benefits, the challenge remains ensuring employees engage with available support and develop the confidence to make informed financial decisions both now and for the future.
This webinar will provide an exclusive first look at the key findings and insights from the REBA Financial Wellbeing Research 2026 in association with WEALTH at work. It will also explore how employers can create a more connected approach to financial wellbeing by combining financial education, guidance, workplace savings and digital tools to support employees throughout their financial journey.
The expert panel will share practical approaches to helping employees move from managing immediate financial pressures to building longer-term financial resilience and retirement readiness. The discussion will explore how employers can maximise existing benefits, target support more effectively and encourage positive financial behaviours across diverse workforce groups.
Key discussion points
• Align financial wellbeing benefits to HR and business priorities: Define the outcomes that matter, from reduced financial stress and absence to improved retention, productivity and engagement and connect benefits activity directly to those measures to showcase impact.
• Optimise the benefits already in place: Identify gaps, duplication and underused services and improve how existing support are positioned and delivered.
• Integrate workplace savings into a wider financial wellbeing support: Explore how workplace savings solutions and enrolment options – including employee share plans, payroll savings, emergency funds and workplace ISAs – can provide accessible routes into saving, supported by education that creates pathways from short-term to long-term financial planning to support different cohort needs.
• Build retirement readiness as a core component of financial wellbeing: Explore the role of workplace education, guidance and engagement in helping employees make informed retirement decisions and improve confidence about later-life finances.
• Measuring impact beyond traditional ROI metrics: Assess effectiveness through participation, engagement levels, financial confidence and actions taken, alongside broader indicators of financial resilience and retirement readiness.
Thank you to our strategic partner WEALTH at work for supporting this REBA webinar
Panel chair:
