Skip Header

Financial wellness

Taking a few simple and positive steps now could make life easier in the future. 

Understanding your budget, managing debt, and thinking about how much you need to save could pay dividends in the long term.

Videos

To view these videos and to make sure you’re always watching the most up-to-date version, we suggest you embed them on your own internal platform. Find out how

Title

Description

Date uploaded

Length

Expiry date

Invest in yourself - Arun's story

Watch this video to hear about how Arun made his first steps into the world of investing, and how he hopes this can help him achieve his goals now, and in the future.

21 Sep 2023

04:23

1 June 2024

Tools

Title

Description

Date uploaded

Expiry date

Financial wellness calculator

Calculate your score in four key areas – budgeting, debt, savings and protection. It only takes a few minutes to check your financial fitness.

13 Jan 2023

N/A

Retirement Calculator

Use our retirement calculator to find out if you are on track to meet your retirement goals.

13 Jan 2023

N/A

Guides

Title

Description

Date uploaded

Length

Expiry date

Budgeting - understand your spending

Use this simple budget planner to understand where your money goes, and click the link to get to Fidelity’s ‘Budgeting Hub’, packed with articles, hints and tips to help you feel good about your finances.

13 Jan 2023

3 pages

30 June 2024

Redundancy and your pension

Redundancy and your pension salary sacrifice

There’s a lot to think about if you’re facing redundancy. Learn how your workplace pension is protected and what your options are in this simple guide.

1 Feb 2023

2 pages

31 Dec 2024

Images

Title

Description

Date uploaded

Expiry date

Black History Month 2024

300x250px
525x185px 728x90px
Article

Get involved in the Reclaiming Narratives theme for Black History Month 2024, which aims to take control of our stories and celebrate our heritage.

Three sizes for use in different applications.

02 October 2024 01 October 2025

Mental Health Week

300x250px 
525x185px
728x90px

Bnner images for Mental Health Awareness Week. Three sizes for use in different applications

03 May 2024 03 May 2025

#TalkMoney

300x250px
525x185px
728x90px 

Talking about your money can have a positive effect on your emotional and financial health. Get your financial health score and start the conversation. Three sizes of image for use in various applications.

16 Sep 2023

30 Sep 2024

Invest in Yourself

300x250px
525x185px
728x90px

 

Take care of future you. Visit our Invest in yourself hub to find out how people like you have invested in their future, and for some guidance on how you can invest in yours. Three sizes of image for use in various applications.

21 Sep 2023

30 Sep 2024

Financial Wellness

300x250px
300x185px
728x90px

Make financial wellness your goal this year and get your personalised financial health score to see how your finances are shaping up. Three sizes of image for use in various applications. 15 Feb 2024 01 Feb 2025

Poster

Title

Description

Date uploaded

Expiry date

Black History Month 2024

A3 digital
A4 digital 
A4 print

Get involved in the Reclaiming Narratives theme for Black History Month 2024, which aims to take control of our stories and celebrate our heritage

A3 and A4 posters with QR code

02 October 2024

01 October 2025

Mental health week

A3 landscape
A3 portrait
 
A4 poster
A4 poster - PRINT

Shining a light on mental health. A3 and A4 posters with QR codes that takes you to our financial wellness tool.

03 May 2024

03 May 2025

#TalkMoney

A3 Poster

Talking about your money can have a positive effect on your emotional and financial health. 

Get your financial wellness score and start the conversation. An A3 poster with a QR code that takes you to our financial wellness tool.

16 Sep 2023

30 Sep 2024

Invest in Yourself

Take care of future you. Download the PlanViewer app to easily manage your pension from the palm of your hand. An A3 poster with a QR code that takes you straight to download the app.

21 Sep 2023

13 July 2024

Financial Wellness 

A3 poster
A3 poster - PRINT

A4 poster
A4 poster - PRINT

Make financial wellness your goal this year and get your personalised financial health score to see how your finances are shaping up. 

A3 and A4 posters with QR codes that takes you to our financial wellness tool.

15 Feb 2024 01 Feb 2025