Financial Wellbeing Impact Awards 2024: the shortlist

2 min read

Financial Wellbeing Impact Awards 2024 shortlist has been announced today. One-of-a-kind awards ceremony dedicated to spotlighting the bold and the bright in financial wellbeing. Spanning seven different categories, the awards will recognize the individuals who are bold, bright and impactful in the financial wellbeing programs that support their people.

With entries now closed, we want to reflect on the incredible trove of stories and successes in financial wellbeing that we received, across all industries and business types. The submissions reflect the positive change in business prioritization of financial wellbeing and, we at nudge, are thrilled about what this means for the future of people’s financial health.

Pleased to introduce the boldest, brightest and impactful in financial wellbeing:

• Financial wellbeing champions: Perennial | Accenture | Nestle | AMC | AXA | Veritas
• Biggest impact on benefits or retirement plan uptake: Delta | AWE | UCB | Saint-Gobain | Mondelez | Kyndryl | Blackrock | AVC Wise (My Money Matters)
• Most inclusive experience: AXA | Hastings | Phoenix | RNIB | Pepsico | Mills & Reeve 
• Wider business impact: National Numeracy | Baringa | Blackrock | AWE
• Best financial wellbeing strategy: Natixis | JTC | Intuit | Cadence | Pepsico
• Biggest impact on financial health: Lighthouse | LTC | Johnson & Johnson | UK Power Networks | Money Sweetspot
• Global impact via financial education: AB Agri | Flutter | Avanade | JTC | Accenture

Quote from Tim Perkins, nudge Co-Founder:

"We are honored to host the 2024 Financial Wellbeing Impact Awards, to recognize the outstanding, the boldest and the brightest achievements in financial wellbeing. We intend to celebrate not just the individuals and organizations who have excelled, but also the collective effort to promote financial literacy and security across the globe. These awards underscore a commitment to creating a world where financial wellbeing is valued and accessible to everyone, everywhere. Congratulations to the finalists for setting a benchmark in excellence and good luck on the night."

The panel of expert judges have been invited to decide the winners because of their collective wealth of experience in the financial industry. Those experts include:

• Sara Brophy: Senior Social Impact Manager, Experian.
• Selina Jones-May: Global HR Director, Lumentum.
• Laura Jackson: Independent benefits and wellbeing strategic consultant. Ex Global Head of Benefits and Wellbeing, Credit Suisse.
• Poku Banks: Personal Finance Content Creator with a combined following of 400,000. Co-Founder of The Gen Z Club.
• Rob Hicks: Chief People Officer, Atheneum.
• Michael Whitfield: Director and chairman in financial services, employee benefits and technology.
• Kalpana Fitzpatrick: Financial journalist and author.
• Jessica Inskip: Trader and commentator on CNBC, FOX Business, and the TD Network.
• Simoney Kyriakou: Editor from FT Adviser.

Find out who the judges choose as winners on the Thursday July 4, 2024.

Join the Conversation: #boldandbright #financialwellbeingimpactawards
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