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Engaging your employees

All successful engagement strategies are based on truly understanding your employee segments. We then design targeted messages to help your employees understand their challenges and how they can work towards their goals. All forms of communication will empower your employees to do something positive to influence their savings journey to a better future.


Access to a wealth of information

Financial wellness matters. At Fidelity, we want you to feel good about your workplace, and give you tools to help your employees feel more confident about their finances.

Go to our financial wellness page now

Our tools and calculators help your employees understand and engage with their finances and help them plan for their futures. Explore our tools and calculators now

We provide support materials, such as posters, intranet banners which can be used in your workplace. We also run a webinar programme to help your members understand their pension, how to invest and plan for their future.

Take a look at the Content Hub now

Sustainable investing

At Fidelity, we carefully monitor the funds that are offered through our workplace pensions and their impact on environmental, social and governance (ESG) issues. Find out more about sustainable investing here

Our Fidelity Illuminate tool shows your employees where their pension savings are invested and lets them have their say on ESG issues.

Watch the demo video now


Fidelity has created the Invest@Work service that can sit alongside your workplace pension to help your employees improve their overall financial wellness. It gives them the flexibility to save into a range of Fidelity’s Personal Investing accounts, including our Lifetime ISA with a discount off the usual annual service fee. Plus, if you have a compliance requirement to report your employees’ investments and deals, we offer an automatic service which does this for you.

If you would like to find out more about Invest@Work today watch a short video and visit the Invest@Work website.

Investing with us

FutureWise helps your members to prepare for retirement and look after their savings when they get there. It’s an investment strategy that dynamically adapts throughout a member’s life and gives them the flexibility to aim for the future they want. Download the FutureWise guide now 

FutureWise is our default investment strategy, but we also offer investment pathways too. These four ready-made investment solutions are designed for members who are thinking about investing their drawdown funds during retirement.

Explore our investment pathways now

Staying on track

Our secure account management system, PlanViewer, gives each of your employees a personal login to their account online, so they can better understand and amend their plan details. The system can be co-branded with your company’s logo and corporate colours at no extra cost.

Watch the demo video now

Working and beyond

Our Workplace Investing Service Centre team will be happy to talk through any aspect of your Plan. Our pension associates have a thorough understanding of the rules of your employees Plan and are there to help resolve any queries they may have.

Retirement guidance

Helping your employees understand their retirement options

Personalised retirement advice

Providing your employees with specific recommendations based on their personal circumstances

Face-to-face advice

Meeting with an adviser in person at our London Cannon Street investor centre