Embedding financial wellbeing into a global strategy
Wellbeing has always been more than physical health alone. It should ideally bring together mental, emotional, physical, lifestyle, and financial aspects of wellbeing, creating a long-term vision of helping people feel confident and resilient in every area of life.
Financial wellbeing in particular plays a central role, with initiatives like bonus sacrifice and retirement planning designed to help people make the most of today while building a secure future.
From a spark to a global ambition
For one financial services company, the journey began when one of its employee resource groups hosted a financial wellbeing session. The feedback was overwhelmingly positive, with employees asking for more.
That moment inspired a bigger ambition: to create a global program that would give everyone access to financial education, equipping people with the skills to thrive both personally and professionally.
But with offices spread across the world, the challenge was clear. How could it deliver a consistent and inclusive program, one that met the needs of different cultures and life stages, without fragmenting the experience through multiple local vendors?
Turning vision into reality
To solve this, the company partnered with nudge for some personalised financial education. Every employee would now receive education tailored to their circumstances, goals, and local context.
Strong leadership played a crucial role. Senior sponsors, including members of the C-suite, actively championed the program, sharing personal stories that made financial wellbeing feel open, relatable, and credible.
At the same time, a network of wellbeing champions piloted the platform and became advocates in their regions, speaking at town halls and team meetings to build momentum from the ground up.
Communication was equally thoughtful. Campaigns tied to moments like Global Money Week helped keep financial wellbeing front of mind, reinforced by clear intranet pages, timely reminders, and inclusive sessions hosted across time zones. Recordings ensured no one missed out, wherever they were in the world.
The impact
The results have been powerful. Within just months of launch, the program had reached employees in nine countries, each receiving consistent, personalised and locally relevant support.
Engagement soared, with nearly every employee interacting with the platform multiple times in the first few months.
The average employee financial health score (69) rose well above the benchmark (60), a sign that people weren’t just accessing education but actively improving their knowledge and skills.
A lasting commitment
What began as a single, well-received session has grown into a global initiative championed by leaders and embraced by employees across continents.
By weaving financial education into their broader wellbeing strategy, this organisation has created a consistent and impactful program - one that empowers people everywhere to take control of their money and their future.
Supplied by REBA Associate Member, Nudge
A leading financial wellbeing benefit using behavioural science & technology to help employees.
