Overview
Welcome to Invest@Work
Give a boost to the financial future of your employees
Your incentives and benefits package can set you apart. A benefits package that supports financial wellbeing can help to drive engagement, attract and retain top talent for your business. A workplace pension may be a cornerstone for financial planning, but many employees also want access to savings through their employer.
What is Invest@Work
Invest@Work is a flexible benefits package that supports your employees’ financial wellbeing throughout their lives.
How does it work?
Our accounts can help your employees save for a first home, a rainy day, or a child’s future.
Working together
Your dedicated relationship team will help you deliver a valuable benefits package for your employees and support you from service delivery to the overall management of your plan.
Employees can save directly from their salary through payroll into:
- an Investment Account
- a Stocks and Shares ISA
- a Lifetime ISA.
Employees can also save for a child by Direct Debit into a Junior ISA or a a Junior Self-Invested Personal Pension (JSIPP).
Supporting financial health
We provide an integrated communication and engagement programme to improve financial literacy and education and online tools to help employees who join Invest@Work.
What does Invest@Work offer
In most cases employees can contribute directly from their salary by setting up a regular savings plan or investing lump sums alongside their workplace pension.
Some of the features include:
- Integrate with your payroll and/or Flexible Benefits Platform
- Option to match your employee contributions through payroll
- Flexibility to save as little as £25, directly from an employee's salary or by Direct Debit (for junior accounts, payments can only be made by Direct Debit)
- Discounted service fee which is paid for by the employee to Fidelity for administering their account
- Access to over 5,000 funds and shares – mutual funds, exchange-traded funds (ETFs), investment trusts and individual shares
- Secure online apps with 24/7 access putting your employees in control to track and manage their pension and investments
- Ability to integrate automated compliance reporting of personal investing accounts.
How does Fidelity support you
- Relationship Director - To support service delivery and management of your benefits package
- Project Manager - Responsible for onboarding, data management and implementation
- Service Delivery Lead - Supports day-to-day administration
- Communication and Engagement Consultant - Who can support and discuss your employee engagement strategy.
Ask your Relationship Director or contact us if you require more information.