Confidence in retirement decisions lags in finance—particularly among Gen Z and commercial roles
Only 63% of financial services workers feel well equipped to make retirement decisions, compared with 73% in other industries, according to the latest Benefits 2.0 survey conducted by Economist Enterprise and supported by Nuveen. This gap may reflect the complex and variable financial decisions workers often face in the sector.
Confidence is particularly low among Gen Z workers (40%) and those in commercial-facing roles (51%), despite higher levels among those in professional and leadership roles (69%).
These differences point to a broader challenge: even in a financially sophisticated sector, confidence is uneven and shaped by role and experience. This suggests that the complexity of benefits—alongside differences in financial position, experience and expectations—may be limiting how effectively workers understand, navigate and act on their options.
Related articles
Nuveen and Economist Enterprise, or any of their affiliates or subsidiaries are not affiliated with or in any way related to each other. The research was independently developed by Economist Enterprise and is sponsored by Nuveen, LLC. This material is prepared by and represents the views and opinions of Economist Enterprise, and does not necessarily represent the views and polices of Nuveen, LLC, its affiliates, or other Nuveen staff.
This material, along with any views and opinions expressed within, are presented for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as changing market, economic, political, or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. There is no promise, representation, or warranty (express or implied) as to the past, future, or current accuracy, reliability or completeness of, nor liability for, decisions based on such information, and it should not be relied on as such. This material should not be regarded by the recipients as a substitute for the exercise of their own judgment.
