Financial wellness
Our expert insights
Our expert insights
Global Sentiment Survey Global Employer Survey Women & Money Women and Work Autumn Budget
In this section
About the global sentiment survey
Exploring the employee experience across overall well-being, financial habits, retirement readiness, and the workplace.
Important information: This information is for scheme sponsors’, trustees’, their advisers’, and consultants’ use only and should not be relied upon by individual investors.
About the survey
The Fidelity Global Sentiment Survey is an annual study of attitudes and actions of employees in four areas: well-being, financial habits, retirement, and work. The research provides a detailed analysis of the employee experience across these areas.
The survey was first launched in 2021, with the 2023 survey providing extensive information from 26,000 employees in 23 regions.
Qualifying conditions
The survey sample consisted of 26,000 respondents with the following qualifying conditions:
- Aged 20–75
- Either they or their partner were employed full-time or part-time
- A minimum household income of:
- Australia: AUD $45,000 annually
- Brazil: BRL $1,501 monthly
- Canada: CAD $30,000 annually
- China: CNY ¥5,000 monthly
- Denmark: DKK Kr.100,000 annually
- France: EUR €20,000 annually
- Germany: EUR €20,000 annually
- Hong Kong: HKD $15,000 monthly
- India: INR ₹55,001 annually
- Republic of Ireland: EUR €20,000 annually
- Italy: EUR €15,000 annually
- Japan: JPY ¥1.5m annually
- Mexico: MXN $4,500 monthly
- Netherlands: EUR €20,000 annually
- Saudi Arabia: SAR ر.س.س4,000 monthly
- Singapore: SGD $2,000 monthly
- South Korea: KRW ₩1.0m monthly
- Spain: EUR €15,000 annually
- Sweden: SEK kr200,000 annually
- Switzerland: CHF ₣20,000 annually
- United Kingdom: GBP £10,000 annually
- United Arab Emirates: AED دإ. 5,000 monthly
- United States: USD $20,000 annually
Due to local regulations, not all regions were asked about sexual orientation or gender identities (individuals that did not identify as either as male or female did not represent a statistically significant sample size and are not presented within these insights).
Our survey partners
The data collection, research and analysis for the above markets was completed in partnership with Opinium, a strategic insight agency. Data collection took place in July 2023.
If you would like to reference this research
We recommend the following citation: The Fidelity Global Sentiment Survey, 2023.
Related Research
Read more workplace insights on retirement, financial wellness, talent and work.
This website is issued by FIL Life Insurance Limited. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales No. 3406905, Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP. Fidelity, Fidelity International, the Fidelity International logo and the F symbol are trademarks of FIL Limited.
© FIL Limited 2024