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Financial wellness

Sharing global retirement and financial wellness research, insights and guidance for employers and employees.

Helping your people feel good about their money

Financial wellness matters. How do we know? Because, according to our 2020 Global Financial Wellness Survey, 81% of UK workers have some level of stress about their financial situation. But what can you do to help? At Fidelity, we want you to feel good about the future of your workforce, and give you tools to help your employees feel confident about their finances. From proprietary research, to relevant insights and products, to ongoing support to exciting ways to engage your employees, you’ll benefit from all of this and more with us.

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Stepping into retirement

With April 2022 being the 7-year mark for pension freedoms, and in recognition of the 1st anniversary of Investment Pathways, we have conducted a comprehensive review into how savers are using their pensions.

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Fidelity’s Global Financial Wellness Survey

Exploring what it means to be financially well within a comprehensive measurement framework.

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Fidelity’s Global Retirement Survey

Measuring retirement readiness and the steps workers can take to improve their financial path to retirement.

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Women & Money

Giving women the tools and information to invest for retirement with confidence.

Read our Women & Money Report
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