LearnLux Report: Financial Wellbeing in the Workplace 2025 Edition

About the LearnLux Report: Financial Wellbeing in the Workplace 2025 Edition

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

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

The LearnLux Employee Financial Wellbeing Report is the result of a year's worth of data and insights from a sample of more than 19,000 US and global program participants from diverse income levels, job roles, locations, and industries. To determine the financial trends featured in this report, we analyzed thousands of aggregated, anonymized data points collected from 2023 to 2024 through the LearnLux financial wellbeing platform.

In 2024, the global economy presented a complex landscape. While some sectors experienced growth, inflation and the cost of living caused significant stress for employees worldwide. Housing affordability continued to challenge many households, and ongoing economic uncertainty made job security a top concern. As financial markets fluctuate, employees seek trusted financial guidance more than ever. Against this economic backdrop, companies that offer robust financial wellbeing programs see measurable outcomes in their population’s financial health.

This year’s analysis covers six key categories:

• Engagement
• Financial Stress
• Employee Goals
• Certified Financial Planner® Insights
• Measurable Financial Health Outcomes
• LearnLux Member Stories

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 88% 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.