Global Trends in Financial Wellness - 7 Predictions for 2019 #workplacewellbeing #financialwellness #wellthy

1. Global Trends in
Financial Wellness
7 Predictions for 2019 …

2. #1 Available to
All Employees
Financial wellness is
increasingly a holistic
employer-funded benefit
for employees from all
walks of life. Companies
are abandoning strategies
focused exclusively on
specific employee needs
such as retirement.

3. #2 Partners in
Financial Security
There’s a rapidly growing
trend of employers
integrating financial
wellness into their
recruiting and retention
strategies to demonstrate
their commitment to
employees’ financial
security.

4. #3 Deeper
Understanding
In 2018, time was spent
defining financial wellness.
While many employers are
still seeking a clearer
picture of the role they can
play, 2019 sees more case
studies and trail-blazers
leading the way.

5. #4 It’s Getting
Personal
Employers are moving
towards on-demand
access to individualised
financial guidance and
mentorship. Services are
personalised, available
when the employee
needs them.

6. #5 Pilot
Programs
Successful financial
wellness programs take
time to plan and launch.
So expect to see a flurry
of pilot programs in 2019.
The key will be defining
metrics for success while
planning larger, more
customised programs.

7. #6 Embracing
Fintech
Consumers of all ages are
embracing the expanding
availability of financial
technology to make
managing finances easier.
As this grows, more
integration of fintech into
workplace wellness
programs is likely.

8. #7 Financial
Coaching
In 2019, we’ll see wider
recognition of the role of
financial coaches in
effecting behavior change.
This may include support
with basic financial tasks,
dealing with debt and
developing healthy beliefs
and attitudes to money.

9. In summary...
2019 Financial Wellness Trends
AVAILABLE TO ALL EMPLOYEES
PARTNERS IN FINANCIAL SECURITY
IT’S GETTING PERSONAL
DEEPER UNDERSTANDING
PILOT PROGRAMS
EMBRACING FINTECH FINANCIAL COACHING

10. Download our FREE Resource Guide –
8 Steps to Start a Financial Wellness Program
CLICK HERE
www.wellthyco.com
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