Fidelity

“Applying the latest research to influence investor behaviour”

Fidelity worked with Linstock to improve its understanding of people’s investment behaviour, especially in relation to workplace pensions and savings. We completed an extensive academic review, identifying some of the challenges and opportunities associated with auto-enrolment. We helped Fidelity move beyond nudge theories to explore new ways to understand and influence decision making, creating a set of applied research materials for use with key clients, the media and partners.

Brief
Fidelity is one of the world’s largest asset management companies and a leading provider of workplace savings plans in the US and UK. Fidelity was keen to increase its share of workplace pensions schemes in the UK. Linstock helped Fidelity to identify the main lessons that can be learned from its experience in the US and how it could apply the latest academic thinking explaining investment decision making.

Activity
Linstock conducted an extensive review of leading academic journals in the US and UK. We completed a research exercise with key members of Fidelity’s workplace savings teams to capture the internal team’s knowledge. We reviewed international media coverage and the web to gauge journalists’ understanding and map competitor activity. We produced a full report and shorter summary detailing the key findings and recommendations for further research. We helped the Fidelity team apply the findings and supported their work with key clients who were keen to ensure that their workplace pension savings schemes, including auto-enrolment, are successful.

Results
The findings from the academic review and internal research exercise were rolled out by the Fidelity team across multiple platforms. The material was used in newsletters, LinkedIn discussions, management presentations and with the media. The findings were also used at key client meetings attended by Fidelity’s biggest customers. Most importantly, all the content included recommendations on how to apply the findings in practice and insights and anecdotes to bring the material to life.

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