How do people live, work and save? And how can they be encouraged to take better care of their financial health? These are questions that Mercer’s financial wellness consultants are constantly seeking answers for: whether that’s through research such as our Healthy, Wealthy and Work-Wise: The New Imperatives for Financial Security campaign, or supporting corporations in developing innovative tools and engaging education aids for their staff


We provide data and analytics to help corporations consider the appropriate design for their financial wellness programs and how to implement it to meet their mission to help employees find balance and control over their finances, now and throughout their lifetime. An effectively designed employee wealth management program can help employers:


  • Bolster productivity, because employees are less distracted by financial worries.
  • Support employee physical health (since people with high levels of financial stress are more prone to sickness).
  • Increase employee engagement on the value of the financial benefits provided
  • Contribute to building a society that are financially aware and ready for life after formal employment

Combining relevant data analytics, statistical analysis and deep human insight allows our highly experienced, financially astute consultants turn numbers into meaning so that our clients can formulate actions and success factors to build their brand as an employer. 

How Mercer can help your business

At Mercer we transparent with our clients and help them be transparent with their employees.


Here are some of the ways Mercer financial wellness programs can help employees take action and reduce financial worries while helping employers increase workforce engagement and productivity.

  • 1. Wealth Management

    Wealth isn’t just about investments, retirement and financial planning: it’s about enabling individual financial wellness. At Mercer, we thrive on combining data and technology with highly numerate yet helpful people to help our clients make sense of numbers. In addition to developing model portfolios, providing client risk profiles and product risk ratings, advising on manager selection, and monitoring performance, we can also train agencies and support your team with materials and ideas to grow your wealth management business to help your employees achieve wealth and spend it wisely.

  • 2. Reserve

    With over 11 trillion of assets under advice, Mercer is ranked at number 1 in terms of assets under advice.1 That’s why we offer a continuum of advice: from research and tools such as Mercer FundWatch to advice and delegated solutions. Our consultants understand the ins and outs of everything from asset liability modelling and investment strategy, to actuarial and accounting valuation, manager selection, performance monitoring, capital market assumptions and the material impact that environmental, social and corporate governance issues (ESG) can have on long-term risk and return outcomes. And we pass relevant advice on all these subjects to our clients: because managing wealth isn’t just about accumulating it, it’s about ensuring good financial wellness for both the short and the long term.


Healthy, Wealth and Work-wise

New Imperatives for Financial Security

Two thirds of adults expect to live past 80, but only 1 in 3 are confident that they will have enough money to afford to do so.


It’s time to retire retirement! Find out why in this infographic which reveals the results of a survey of 7,000 people and 600 senior leaders in 12 countries.


Healthy, Wealthy and Work Wise: Infographic

Inside Employees’ Minds

What motivates employee decision-making and personal financial wellness?


In two volumes, this extensive report reveals how much time employees spend worrying about money each month as well as the impact that financial wellness programs have on employer trust and satisfaction.


Insights on Financial Wellness Report

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