Financial Wellness

Powerful, creative communication that helps your employees build a more secure financial future
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Financial Wellness

Financial wellness is an important part of overall employee well-being. If an employee is worried about their financial security, it can negatively impact other areas of their life, including performance in the workplace. Offering financial wellness programs as part of your benefits package helps support overall employee well-being, which increases employee satisfaction and helps you retain top talent.

What is financial wellness?

Forbes offers a comprehensive definition: Financial wellness, put simply, is the ability to have a healthy financial life. It means your debts are payable and you have ample emergency, college and retirement funds. You're well prepared to handle any financial crisis. Forbes points out that being financially secure is more than being debt-free. It's about having a good relationship with your financial situation and having confidence in the foundation you set for your financial future.

How to Communicate Financial Wellness
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How to Communicate Financial Wellness

PartnerComm is the best at creating and executing a communication strategy for clients big and small. We follow best practices, communicating to employees where they are and helping them work toward their financial goals.

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Why focus on financial wellness?

Money is a big stressor in life, and every employee has financial responsibilities. If an employee is concerned about their day-to-day financial security, it can have a negative effect on their mental and physical well-being. It can also impact their work productivity, according to Gallup.

Supporting employees' financial health in the workplace is becoming more and more common. In fact, The Society for Human Resources Management (SHRM) reports that in 2020, 62% of employers said they feel extreme responsibility for employee financial wellness. This number is up from 13% in 2013.

A great financial wellness program extends beyond retirement plans and the other benefits you offer. It also includes a solid communication strategy to help educate and engage employees. The good news is PartnerComm can help.

How to Communicate Financial Wellness

PartnerComm is the best at creating and executing a communication strategy for clients big and small. We follow best practices, communicating to employees where they are and helping them work toward their financial goals.

You've put a lot of thought into the financial resources you offer employees. Now you must provide employees with the information they need to learn about these resources. The educational materials you create could include things like:

  • Callouts in any benefits enrollment materials like benefit guides or enrollment tools
  • Dedicated pages on your intranet or benefits website
  • User guides or handouts (print or digital)
  • Digital media such as podcasts and videos

Remember to keep it conversational so employees have an easier time understanding these resources.

Once you have the educational materials, empower employees to use these programs through a strategic communication plan. Determine what the goal of your campaign is and what you want your employees to do as a result. Your communication campaigns could include engaging methods like:

  • Graphic emails with a strong call to action
  • Text messages directing employees to your benefits site
  • On-site materials like posters, elevator signage, table tents and wall clings

You can use these communication tactics to drive employees to existing content on your intranet or benefits site.

A Financial Wellness Communication Sample
Smart Tip!

A Financial Wellness Communication Sample

Our financial wellness team used their expertise and creativity to communicate to employees at a global aerospace company. We crafted a week-long financial challenge highlighting five different aspects of financial wellness. (We even won an IABC Gold Quill for our work!)

Reach out to an expert today.