Financial wellbeing

bp offers you a variety of ways to start developing sound money management habits and build towards a more secure financial future.

Get answers to your financial questions today!
Call PwC CounseLine at 1-866-237-6165 (or Internationally at
+00 1 617 203 8784) Monday through Friday 8 am-7 pm CT.

Financial fitness assessment and coaching call (125 points)

Take the online Financial Fitness Assessment and receive a personalized report with key action steps to help improve your financial wellbeing. Then complete your coaching call by December 17, 2021 to discuss your action plan.

How? Visit PwC Financial WellnessTM (formerly PwC EnvisionTM) and you’ll see your personalized Financial Fitness Assessment link on the PwC Financial WellnessTM homepage. Upon completion of your Financial Fitness Assessment, have a financial coaching call with a PwC financial coach. Call 1-866-237-6165, Monday to Friday from 8am to 7pm CT.
 

Retirement readiness assessment and coaching call (125 points)

Take the online Retirement Readiness Assessment (suggested for active employees within 15 years of retirement). You’ll receive a personalized report with key action steps to help improve your retirement readiness. Then complete your coaching call by December 17, 2021 to discuss your action plan.

How? Visit PwC Financial WellnessTM and you’ll see your personalize Retirement Readiness Assessment link on the PwC Financial WellnessTM homepage. Upon completion of your Retirement Readiness Assessment, have a financial coaching call with a PwC financial coach. Call 1-866-237-6165, Monday to Friday from 8am to 7pm CT

Financial wellbeing classes (125-375 points)

Get the information you need to make smart financial decisions. Choose from a wide variety of personal financial topics. View an online class (45 to 60 minutes long) and complete the knowledge-check questions. Or you can choose to participate in a scheduled onsite class. Earn 125 points for each class, up to 375 points.

Financial coaching (3 sessions) (250 points)

Work towards specific financial goals with the help of a PwC financial coach. Focus on the goal you want to achieve (pay down debt, save for education expenses, buy my first home, plan for retirement, protect my assets, prepare for the unexpected). Then complete three telephone coaching sessions.

How?  Call PwC directly at 1-866-237-6165 Monday to Friday from 8am to 7pm CT, and you will be connected with your dedicated PwC financial coach who will complete your first call and then work with you to schedule all subsequent calls.

Note: Please complete your first telephone coaching session any time before September 15, 2021, and complete your three sessions by December 17, 2021, to earn points for the current calendar year. If you complete your third call after the deadline, your activity completion will be recorded for the next calendar year.

Financial digital workshops (25-125 points)

Increase your financial knowledge with a range of useful financial planning topics. Earn 25 points per digital workshop completed, up to 125 points. Start participating by going to LifeBenefits, then Quick Links, PwC – financial wellbeing.

NEW! Morningstar Investing Classroom (25-125 points)

Check out Morningstar’s Investing Classroom to increase your knowledge of stocks, funds, ETFs, bonds and portfolio construction through convenient digital workshops. Earn 25 points per digital class completed, up to 125 points. Access the classes via the separate Morningstar Investing Classroom page.

Invest your HSA dollars (125 points)

Earn 125 points for investing with your Health Savings Account. Invest for the first time or increase your investments to be eligible for this incentive. For more information, go to www.aetna.com. See the "HSA Quick Reference Guide" for tips on how to choose your investments online.

Review/update your beneficiaries (25 points)

Confirm that you have reviewed/updated your beneficiary designations on retirement accounts and life insurance within the current calendar year and earn 25 points.

How? Visit PwC Financial WellnessTM and go to Take Action > To Dos.

Develop a financial plan (25 points)

Confirm that you have created/reviewed your financial plan within the current calendar year and earn 25 points. If you have not, PwC can help you create and review your financial plan by contacting a PwC financial coach at 1-866-237-6165 Monday through Friday 8 am-7 pm CT.

How? Visit PwC Financial WellnessTM and go to Take Action > To Dos.

Resources to help with your finances

In addition to points-eligible activities, the financial wellbeing program offers phone and online support to bp employees throughout the year.

PwC CounseLine™ – Get free, confidential guidance from a PwC financial coach by calling 1-866-237-6165 Monday through Friday from 8 am to 7 pm CT. There is never a sales pitch — PwC doesn't sell or endorse financial products; the information provided is intended to help you make educated financial decisions. PwC financial coaches have helped thousands of employees answer questions like:
  • How much should I be saving for retirement?
  • Will I have enough to send my kids to college?
  • What options do I have for using the money in my HSA?
  • Do I have enough insurance coverage?
  • Should I save more or pay down my debts?
  • How do I decide which pension option to select?
PwC Financial Wellness™ – The PwC Financial WellnessTM mobile-enabled web application gives you access to personalized content based on what's important to you. Use it on your phone or computer. You'll find tools to help you set goals and track your progress in areas like retirement planning, spending, saving, and managing debt, plus you'll have easy access to PwC financial coaches for support.

Go to LifeBenefits, then Quick Links, PwC – financial wellbeing. If it's your first time accessing PwC Financial WellnessTM, you'll be asked to answer a few quick questions to customize the site for you.

You can use PwC Financial WellnessTM on your mobile device! Here's how.

First time user? Log in via computer single sign on from LifeBenefits. Go to Quick Links, PwC – financial wellbeing. You'll be prompted to create a password. Now go to https://bp.myquestis.com/login on your mobile device.

Been on PwC Financial WellnessTM before? Log in at https://bp.myquestis.com/login on your mobile device.

If it's your first time accessing PwC Financial WellnessTM on a mobile device, you'll see a pop up notice at the bottom of your screen to add the PwC Financial WellnessTM icon to your devices's homescreen for easy access going forward.

If you don't see the pop up. click the center icon on Apple Safari browsers (square with arrow up) to add the PwC Financial WellnessTM icon to your homescreen. On Google Chrome, click More Options (vertical ellipsis/three dots) and select Add to Home screen.

If you need help accessing these tools, call PwC at 1-866-237-6165 Monday to Friday from 8 am to 7 pm CT.
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