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What We Do By Region

Fidelity Workplace Investing - Local Presence, Global Insights

Fidelity delivers high quality workplace investing solutions, with a market-leading employee engagement model and employer support, thereby enabling clients to fulfil their retirement aspirations.

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United Kingdom

In the United Kingdom, Fidelity works with employers, trustees and advisors to build and implement workplace saving solutions and meet their needs.

For employers Fidelity provides workplace pension administration services on top, or independently of, investment management.

For employees Fidelity can help every step of the way from their enrolment through to supporting them as they decide how best to use their retirement savings.

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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.

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China

In China, Fidelity is partnering with ChinaAMC, one of China’s largest asset managers to develop the investment solution for Chinese residents’ personal pension saving in order to help one preparing for retirement. Fidelity is one of the commissioned manager to serve the National Council for Social Security Fund (SSF) managing their offshore allocation. China team is also applying the AMC license and exploring the chance of supporting employer and employee to deliver better outcome for retirement solution.

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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.

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Japan

In Japan, Fidelity offers investment only Defined Contribution services. Fidelity’s investment solutions are available to DC members through the platform offered by local third party administrators. Fidelity also offers monthly DC newsletter, proprietary local retirement survey report and various educational contents for the end investors and DC members, as a value-added original service beyond the funds offering.

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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.

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Canada

In Canada, Fidelity Investments has been researching retirement and investment trends to help Canadians understand how they can live the retirement they want.

Fidelity is one of Canada’s top investment management firms managing a total of $136 billion in mutual fund and institutional assets. This includes $35 billion for institutional clients including public and corporate defined benefit and defined contribution pension plans.  Within our defined contribution business, we serve thousands of DC clients representing in excess of $8 billion in assets, making Fidelity one of the largest DC investment managers in Canada. 

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