Fidelity stands as a leading Global DC Provider and asset manager, enjoying the trust of over 2.4 million clients around the globe. With a legacy spanning over half a century, they specialize in assisting individuals with saving for retirement and achieving other medium to long-term financial goals.

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I created a 2-minute video to showcase the Invest@work savings product by Fidelity, highlighting it as a pivotal component of overall Financial Wellness. The video aimed to concisely capture the essence of the Invest@Work offering—its purpose, benefits, and operational nuances—in a manner that resonates deeply with Workplace Investment pension scheme members.

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The primary audience for this video comprised employees enrolled in workplace pension schemes whose employers have embraced the Invest@Work option. This product is designed to cater to a broad spectrum of employees, hailing from varied industries, possessing different levels of financial literacy, and earning diverse income levels. For some, Invest@Work serves as a tax-efficient method to augment their savings once pension contributions are maximized. For the majority, however, it is seen as an additional, hassle-free, and tax-smart savings avenue for future needs or projects.

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The secondary audience included the employers themselves. Although not directly targeted at them, the video subtly communicated to employers the value of offering the Invest@Work product as a means of enhancing their employees' financial well-being. This, in turn, fosters a positive workplace environment. Without using explicit employer-focused language, the video underscored the benefit being a direct result of the employer’s initiative to include their workforce in the workplace pension scheme, reinforcing the notion that Invest@Work is a significant employee benefit.