• 3 mins

How to make financial wellness a priority in the workplace

Darvesh Daswani

November 8, 2022

Promoting financial wellness in the workplace is more important than ever before, and it's essential for employers to make it a priority. By prioritising financial wellness, employers can improve employee engagement, productivity, and overall wellbeing.

In this post, we'll discuss how employers can make financial wellness a priority in their workplace culture and operations.

Regularly communicate about financial wellness

One of the most effective ways to make financial wellness a priority in the workplace is to communicate about it regularly.

Consider including financial wellness updates in your company newsletters, emails, and intranet. Host financial wellness seminars, lunch-and-learn sessions, or webinars to educate employees on financial topics that matter to them.

Incorporate financial wellness into meetings and events

Make financial wellness a regular part of your company meetings and events.

Consider inviting financial experts to speak at company events or to lead workshops during company retreats. Encourage employees to share their financial experiences and strategies during team meetings or informal gatherings.

Incorporate financial wellness into performance evaluations

Consider incorporating financial wellness into your employee performance evaluations.

Set financial wellness goals for employees and include financial wellness metrics in performance evaluations. Encourage managers to have financial wellness discussions with their team members during performance evaluations.

Include financial wellness in professional development

Incorporate financial wellness into your professional development programs.

Consider offering financial education courses as part of your professional development offerings. Encourage employees to attend financial wellness conferences, events, or webinars. Offer financial wellness coaching as part of your professional development offerings.

Provide financial wellness resources

Provide employees with financial wellness resources such as financial calculators, budgeting tools, and retirement planning resources.

Consider offering access to financial wellness platforms or providing employees with a financial wellness stipend.

Making financial wellness a priority in the workplace is essential to promote employee engagement, productivity, and wellbeing.

By regularly communicating about financial wellness, incorporating it into meetings and events, including it in performance evaluations and professional development, and providing financial wellness resources, employers can make financial wellness a priority in their workplace culture and operations.

Start prioritising financial wellness in your workplace and support your employees' financial success.

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