Financial Wellbeing Briefing 2026

This four-page briefing provides key insights from the REBA Financial Wellbeing Research 2026, published in partnership with WEALTH at work.

With financial pressures continuing to put employees’ savings, pensions, financial resilience and mental health under strain, and with new legislation and government initiatives reshaping plans, how are employers responding and what will it take to stay ahead? 

REBA’s research of 186 leading organisations reveals fresh strategies for tackling these challenges, from the growth in financial support services on offer to how the drivers for workplace savings are changing over the next two years. 

With the majority (82%) of respondents indicating that improving workforce mental wellbeing is significantly more important than other HR objectives, it’s clear that preventing stress or worry is now the main driver behind employer financial wellbeing strategies.  

If you don’t have time to read the full report, this four-page briefing offers a snapshot of the main findings, or read the full report for benchmarking data, emerging trends, improving retirement adequacy, financial wellbeing budgets and the support services shaping a better financial future.

About the research

Using REBA’s extensive membership, the insight team conducted an online survey between April and May 2026 to produce the full 40-page Financial Wellbeing Research 2026. The robust methodology uncovered clear future trends and decision-making patterns among the 186 respondents, representing 1.2 million employees.
 

Contributors

Debi O'Donovan

Co-founder & Director

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Debi O'Donovan

Co-founder & Director

Email:

[email protected]

Jonathan Watts-Lay

Director, WEALTH at work

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Jonathan Watts-Lay

Director, WEALTH at work

Jonathan is one of the original founders of WEALTH at work. He has worked with companies across the UK to help their employees improve their financial future through the provision of financial education, guidance and investment advice. He is a recognised commentator on a range of financial matters, from helping employees make the most of their pay and benefits, to planning for retirement.

Email:

[email protected]

Lisa Aslam

Principal benefits manager, total rewards , Workday

Jake Attfield

Head of strategy, Fair4All Finance

Paul Craven

Director, total rewards, CloudPay

Jason Davenport

Chief executive officer, Chartered Institute of Payroll Professionals

Rebecca Duckett

Group head of people, total reward, data and technology, Torus

Katharine Gourley

People director (strategy), Travelodge Hotels

Supplied by REBA Associate Member, WEALTH at work

WEALTH at work is a leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future.

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