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Global Sentiment Survey

Understanding attitudes and actions of employees in wellbeing, financial habits, retirement and work.

About the Global Sentiment Survey

The Fidelity Global Sentiment Survey is an annual study of attitudes and actions of employees in four areas: wellbeing, financial habits, retirement and work.  The first survey, launched in 2021, provides extensive information from 19,000 employees in 16 regions. 

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The sample consisted of 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: A$45,000 annually; China: RMB 5,000 monthly; Hong Kong: HK$15,000 monthly; USA: US$20,000 annually; Canada: CA$30,000 annually; UK: £10,000 annually; Mexico: $4,500 MXN monthly; Ireland: €20,000 annually; Germany: €20,000 annually; Netherlands: €20,000 annually; France: €20,000 annually; Italy: €15,000 annually; Spain: €15,000 annually; Japan: 3m yen annually; Brazil: R$1,501 monthly; India: ₹55,001 annually.

The data collection, research and analysis for the above markets was completed in partnership with Opinium, a strategic insight agency. Data collection took place between July 2021 and August 2021. Reporting and analysis took place between August 2021 and October 2021.

Key findings

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Wellbeing

Understanding the emotional intensity experienced by people in the previous months and evaluating people’s wellbeing across finances, health, work and life.

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Financial habits

Assessing financial and investing confidence, as well as current financial habits related to spending, saving and debt.

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Retirement

Determining current retirement timelines and changes to planned retirement ages and understanding employees’ approach to financial planning and advice.

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Work

Understanding employees’ needs from their employer regarding benefits and financial wellness and understanding take up of, and changes to, equity plans.

What this could mean for employers

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