Is there a documented financial wellbeing strategy beyond ad hoc provision?

41.6%Documented strategy

41.6% of organisations in the lumi HR community answered “Documented strategy” on documented financial wellbeing strategy (base: 267 UK organisations, 2026 H1).

Figures describe organisations in the lumi HR community, not a random sample of UK employers.

How UK organisations answered

Common, alternative and rare describe how each answer sits against the community: the most chosen answer is common; an answer chosen by fewer than one in five organisations is rare.

Definition

Indicates whether financial wellbeing is supported by a documented strategy rather than one-off or ad hoc measures. See the methodology for how the base is built, how not-applicable answers are handled, the public floor, and which organisations are excluded.

For context, CIPD Reward Survey: Focus on Employee Benefits reports 15% (base: all-UK).