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Explore the Report:

Financial Wellbeing in the Workplace: 2023 Edition

How are employees feeling, financially? Unlock an insider look at full-time workers and their money.

Financial goals, fears, plans, and the most impactful features of financial wellbeing programs are represented.


The employee financial wellbeing report includes:

  • Thousands of aggregated and anonymized data points from 2021 to 2022 via the LearnLux financial wellbeing platform
  • Employee demographics that span all incomes, life stages, and levels of financial confidence
  • Analysis that covers five key categories including Engagement, Financial Stress, Employee Goals, Financial Checkup, and Certified Financial Planner™ insights
  • Actionable insights for employers and consultants alike to turn data into strategy

Enter your information to unlock access to the report.

About the LearnLux Report: Financial Wellbeing in the Workplace 2023 Edition

The LearnLux Report: Financial wellbeing in the workplace is a culmination of a year’s worth of employee engagement and insights.

Take a look inside the report:

 Inside pages - Mockup

Here’s how our team determined which topics of conversation to feature:

LearnLux surveyed a sample of 10,000 employees representing a wide range of income levels, job functions, and geographic locations.

The LearnLux Employee Financial Wellbeing Report is a culmination of a year’s worth of employee engagement data and insights. Here’s how our team determined which financial trends to feature. We explored thousands of aggregated, anonymized data points from October 2021 to October 2022 sourced from the LearnLux financial wellbeing platform. Where patterns emerged, we looked to our team of Certified Financial Planner™️ professionals to validate our findings. 

This year, LearnLux has further expanded to help employers on a global scale. Our financial wellbeing community spans national and multinational workforces, serving all incomes, life stages, and levels of financial confidence. 

Our analysis covers five key categories:

  • Engagement
  • Financial stress
  • Employee Goals
  • Financial Checkup
  • Certified Financial Planner™  insights

Who this report is for:

Benefits professionals & consultants looking for employee financial wellbeing stats and data to inform their own programs and strategies.

What you will learn:

  • Insights from the report show 85% of employees feel financially stressed across all income levels, ages, demographics, and industries.
  • When given the opportunity, employees from age 19 to 60+ engage with financial wellbeing programs including both digital guidance and calls with financial planners.
  • Employees that participated in their LearnLux financial wellbeing program offered at no cost by their employer rated their overall experience a 9.7 out of 10.

By requesting access to this resource, you may be contacted by LearnLux with relevant information and newsletters about financial wellbeing. You may opt out of communications at any time. For more information on LearnLux, head to learnlux.com.