This site is designed for our corporate clients. The information does not constitute investment advice and should not be used as the basis for any investment decision nor should it be treated as a recommendation. The value of investments and the income from them can go down as well as up and investors may not get back the amount invested.

Financial Wellness

From borrowing to saving, budgeting and beyond, our bespoke money checkup tool builds a personalised picture of your employees’ financial health. This includes a personalised Financial Wellness score that can help people understand if they are financially well or not. It then offers tailored content, tools and tips to help them improve their overall financial well-being. The guidance and suggested action plan is different for each user group – from Millennials having to make first-time decisions to people managing day-to-day expenses to those who are financially established. All content is available freely with no login. Click here for further information.

Retirement Savings Guidelines

Our retirement saving guidelines are rules of thumb designed to help your employees better understand more about, and develop, their own ideas to manage their retirement journey. Our research shows that employees in the UK who save 7 x their annual salary by the age of 68 should be able to retire without any reduction in their standard of living. Understanding that goal is key to a successful retirement however its equally important to understand how to get there. Whether they are 20, 30, 40 or 50, our tools can help your employees plan and manage their journey.  Our firm belief is that by helping your employees break down their retirement journey in to bite-size chunks it will make retirement feel more manageable. Click here to find out more.

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Staying on track

Our secure account management system, PlanViewer, gives each of your employees a personal login to their account online, so they can better understand and amend their plan details. The system can be co-branded with your company’s logo and corporate colours at no extra cost.

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Access to a wealth of information

Our Workplace Pensions website offers easy access to a wealth of information, education, insights and tools to help your employees plan their saving and retirement journeys.

Explore these tools here

Investing with us

FutureWise has been designed for the era of auto enrolment and pension flexibilities. It targets an asset mix at retirement that can generate sustainable income, but also deliver the capital stability required by those buying an annuity or taking cash. It uses a wide range of investments to increase the level of diversification and reduce the level of volatility, with the governance and oversight conducted by Fidelity. It uses a sophisticated risk-controlled framework and aims to target consistent and sustainable outcomes for your employees over time. Taken together, these factors aim to help your employees make the most of their savings throughout their working lives, while leaving them the flexibility to take their retirement income in the ways they choose.

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Investment Pathways

Our Investment Pathways provide four ready-made investment solutions for our members seeking support and guidance on making decisions for how to invest their drawdown funds during retirement.  They have been specifically designed to support four key objectives in respect of how and when a member wishes to use their drawdown funds. Find out more about investment pathways, and download the flyer.

Invest@Work

For those looking beyond their core long-term plan, our Personal Investing platform offers comprehensive workplace saving and investment solutions that complement their existing scheme. Customers who use more than one product can get a single view of their medium- and long-term savings on tablet, desktop or the Fidelity app.

Working and beyond

From helping your employees to understand their income options to providing specific recommendations based on personal circumstances, our retirement specialists can provide your employees with guidance and advice to help them achieve a better future.

Retirement guidance


Helping your employees understand their retirement options

 

 

Personalised retirement advice


Providing your employees with specific recommendations based on their personal circumstances

Face-to-face advice


Meeting with an adviser in person at our London Cannon Street investor centre