How we’re making financial services more accessible

In the UK, around 16.8 million people live with a disability, roughly one in four of us¹ – a reminder that the need for inclusion touches us all.

At Fidelity, we’re committed to supporting all our customers, helping to create a more inclusive experience for everyone who interacts with us. Everyone deserves to feel supported, included, and understood.

That’s why we’re proud to stand alongside Positively Purple, an initiative dedicated to helping employees navigate ill health, disability or injury so they can continue to flourish at work and manage their pension with confidence.

PurpleSpace has been leading this movement since 2017 to support the UN International Day of Persons with Disabilities (IDPD), which is held every year on 3 December.

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Striving for equal experiences

Disability can take many forms – some visible, others hidden. While mobility or sensory impairments may be easier to recognise, many people live with conditions that aren’t immediately apparent, such as chronic pain, neurodiversity, mental health challenges or long-term illnesses.

By recognising and respecting all experiences, we can create an environment built on empathy, understanding and trust.

The role we all play

Positively Purple reminds us that inclusion is everyone’s responsibility – from financial institutions to employers, families, and friends.

At its heart, inclusion isn’t just the right thing to do – it’s about ensuring everyone can participate fully and confidently in financial life. In the UK, households that include a disabled person have a combined spending power of around £274 billion a year² – a reminder of how many lives are impacted when products and services aren’t designed with accessibility in mind.

By understanding and responding to diverse needs, we can help remove barriers and give more people the tools to build their wealth and financial confidence.

At Fidelity, we’re committed to creating services that work for everyone, so you can focus on what matters most – your financial future.

Inclusion in action

For us, inclusion isn’t a single initiative… it’s something we practice every day.

We’re committed to creating workplaces and services where everyone has fair access to opportunities and outcomes. When people feel understood and supported, they can make better financial decisions and build confidence for the future. And we do what we can to extend that ethos to our customers.

We also understand that certain circumstances – such as illness, disability, or bereavement – can make it harder to manage money. That’s why we’re focused on providing support that’s practical, flexible, and sensitive to each person’s needs.

We know we don’t always get it 100% right, but we’re committed to doing what we can, where we can.

How we support you

We’re taking meaningful steps to ensure every customer and colleague experiences fairness, understanding, and respect.

Our Vulnerable Customers team is trained to offer friendly, tailored support to anyone who might need extra help. This could mean taking more time to explain information clearly, offering materials in accessible formats, or working with a trusted family member or representative.

Our goal is simple: to make sure everyone who interacts with Fidelity has the best possible experience and fair access to the same outcomes, wherever possible. Whether someone’s facing a temporary challenge or living with a long-term condition, we’ll always respond with care and understanding.

Practical support when you need it

We want our services to work for everyone. These are some of the ways we’re making that happen:

Help completing forms – support from the client services team for understanding or filling in documents.

Alternative formats available:

• Large print
• Audio CD
• Braille
• Neurodiverse easy-to-read options – customers with dyslexia, ADHD, dyspraxia, or dyscalculia can choose the background colour, tinted overlay, and font (including colour and text size) that works best for them.
• BSL video interpreter – live support for customers who use British Sign Language.

If you, or someone you know, could benefit from additional support, you can learn more about how we can help through the link below. Because everyone deserves to be treated with dignity and respect.

Read our dedicated page on extra support

Sources:

¹ House of Commons Library, 11.2025
² Gov UK Households below average income, 2017-2018

Important information - investors should note that the views expressed may no longer be current and may have already been acted upon. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.