What We Do By Region

Europe

In Europe, we offer a Pan European Solution that allows multi-national companies to offer a single pension plan to employees in multiple countries. It is a full-service Defined Contribution offering with a single, pan-European governance framework and administration platform. The benefits of such a structure is that it helps drive economies of scale and a more consistent and simplified member and plan sponsor experience across multiple countries, while still allowing for the needed plan design flexibilities and differences at the local country level.

Key elements of the service include a secure website and mobile app for members to manage their accounts, a member engagement programme to help members plan for their retirement, and market-leading investment solutions with default strategies tailored to individual countries.

Germany

In Germany, Fidelity offers a Defined Contributions business that leverages a partnership model in order to provide clients with an end-to-end service.

The Fidelity retirement savings account, which implements pension schemes as a direct commitment, will also support employers and employees on their journeys to direct contribution, because of the account’s high degree of flexibility.

With the trend toward defined contribution, employers face changing demands and Fidelity is ready to partner with firms to address these challenges together.

Hong Kong

In Hong Kong, Fidelity offers a full service Defined Contributions business. Fidelity is one of the largest Mandatory Provident Fund (MPF) scheme providers in Hong Kong, offering members not only comprehensive product offerings but also competitive fees and professional services. Fidelity is also one of the largest investment service providers in the Occupational Retirement Schemes Ordinance solution (ORSO) defined contribution employee choice market.

United States

Fidelity's US Workplace Investing business, serves more than 22 thousand employers, 29 Million employees and has $2.2 Trillion in assets under administration. The US WI business works with employers to build benefit programs for their employees, and provide recordkeeping, investments, and servicing in defined contribution, defined benefit, health & welfare, and stock plan services. Fidelity Investments is the largest US provider of workplace savings plans such as 401(k)s and 403(b)s. with a mission to inspire better futures and deliver better outcomes for the customers and businesses we serve.