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Welcome to Commerzbank AG Pension and Life Assurance Scheme

See how your pension works and manage your long term savings.

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The Trustee of The Commerzbank AG Pension and Life Assurance Scheme, in partnership with Fidelity who provide our Money Purchase and Defined Contribution sections of the plan, welcome you to our Information Hub. With simple navigation tools and guides and where to find further information it has been designed to help you plan ahead for your future retirement, even if it's a long way off.

Important information - please keep in mind that the that the value of investments can fall as well as rise. This information is not a personal recommendation for any particular investment or action. Tax treatment depends on individual circumstances and all pension and tax rules may change in the future. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The minimum age you can normally access your pension savings is currently 55, and is due to rise to 57 on 6 April 2028.

In this session we:

  • explain how budgeting, debt, protection and saving each have their part to play in your financial wellness;
  • show our tools that can help you understand your income and expenses, with tips and guidance on actions you could take.

Get your Fidelity Financial Wellness score for each of the four key components: budgeting, debt, savings and protection, in just a few minutes.

You can use the following interactive budget sheet to understand exactly what you're spending each month.

You can use the following activity sheet to help you establish how much you owe.

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