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About your workplace pension

About your workplace pension

About your workplace pension Overview
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Getting started
Introducing workplace pensions How pensions are invested Auto-enrolment How contributions are made Costs and charges Your pension checklist
Welcome to Fidelity
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Welcome to Fidelity
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Grow and manage your pension

Grow and manage your pension

Grow and manage your pension Overview
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Saving
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Investing
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Investing
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Accessing your savings

Accessing your savings

Accessing your savings Overview
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Retirement planning
Flexible retirement planning Investing in retirement Investment Pathways Pension allowances and tax Retirement planning tools
Accessing your pension
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Accessing your pension
Choosing income options Taking tax-free cash Flexible income (drawdown) Guaranteed income for life (annuity) Taking lump sums Leaving it where it is Leaving your employer
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Your financial wellness

Your financial wellness

Your financial wellness Overview
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Feel good with Fidelity
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Investment Stewardship

To find out how companies are performing on integrating ESG factors, fund managers may meet or consult executives and directors. The information they gather could influence the way they vote at shareholder meetings. For example, they may vote against a proposal if the company has not responded to questions about ESG issues or it they feel it is not acting in the long-term interests of its shareholders.

This process of engaging with company executives is known as stewardship, and its aim is to promote the long-term success of investments.

We carefully monitor the funds we offer through our Workplace pensions, and we expect all the fund managers we work with to outline how they engage with companies on ESG issues. In addition, we require them to measure the effectiveness of their strategy for engaging with companies in terms of how it benefits members of pension schemes and other investors. We also encourage fund management companies to become signatories of the PRI and the UK Stewardship Code.

Each of the fund management companies we work with is expected to have a shareholder engagement policy that complies with the EU’s Shareholder Rights Directive II. This directive is designed to encourage greater transparency on stewardship issues and make it easier for investor to understand their investments.

Read our Shareholder Engagement Policy

Shareholder Engagement Policies

In the list below you will find website links to the shareholder engagement policies of the fund management companies whose funds are available through the Workplace Investing Platform. This should also detail how they implement these policies.

List of links (click on name to take you to the information)
 

Policies and important information
 

Accessibility | Cookie policy | 2023 Corporate Sustainability Report | Diversity, Equity & Inclusion Reports | Financial crime | Governance | Legal information | Modern slavery statement | Privacy statement | Regulators and regulatory disclosures | UK tax strategy | Whistleblowing programme
 

This information is not a personal recommendation for any particular investment, you are responsible for deciding whether an investment is suitable for you. In doing so, please remember that past performance is not a guide to future performance, the performance of funds is not guaranteed and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. You should regularly review your investment objectives and choices and if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser.
 

This website is issued by FIL Life Insurance Limited. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales No. 3406905, Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP. Fidelity, Fidelity International, the Fidelity International logo and the F symbol are trademarks of FIL Limited.

© FIL Limited 2024