Help & support
Skip Header
Search
Log out
Menu
Close
About your workplace pension

About your workplace pension

About your workplace pension Overview
Getting started
Back
Getting started
Introducing workplace pensions How pensions are invested Auto-enrolment How contributions are made Costs and charges Your pension checklist
Welcome to Fidelity
Back
Welcome to Fidelity
About Fidelity, your pension manager Governance Sustainable Investing Diversity and Inclusion Master Trust
How to…
Back
How to…
Protect yourself online
I want to…
Back
I want to…
Nominate my beneficiaries Review my retirement age Transfer a pension Download the app Check and update my contact details
overview icon Overview
Grow & manage your pension

Grow & manage your pension

Grow & manage your pension Overview
Saving
Back
Saving
Starting out Building savings Thinking about retirement
Planning
Back
Planning
Check your financial health Plan your savings goals Check if I'm on track Maximise my contributions Pension allowances and tax
Back
Pension allowances and tax
Pension allowances and tax Overview Tax relief Lifetime allowance Annual allowance Money purchase annual allowance Tapered annual allowance Carry forward
Back
Investing
Back
Investing
How pensions are invested Investing basics What is a default investment? Deciding where to invest FutureWise Sustainable investing Have your say on ESG issues Guides
I want to…
Back
I want to…
Plan my savings goals Check if I'm on track Maximise my contributions Nominate my beneficiaries Review my retirement age Transfer a pension
overview icon Overview
Access your pension

Access your pension

Access your pension Overview
Access your Pension
Back
Access your Pension
Flexible retirement planning Investing in retirement Investment Pathways Leaving your employer Pension allowances and tax
Back
Pension allowances and tax
Pension allowances and tax Overview Tax relief Lifetime allowance Annual allowance Money purchase annual allowance Tapered annual allowance Carry forward
Back
Your retirement income
Back
Your retirement income
Choosing income options Drawdown Taking lump sums Staying invested in retirement Taking tax-free cash
I want to…
Back
I want to…
Budget for my retirement Plan my retirement income Withdraw money from my pension Contact Fidelity Check if I'm on track
overview icon Overview
Your financial wellness

Your financial wellness

Your financial wellness Overview
Feel good with Fidelity
Back
Feel good with Fidelity
Understand your financial wellness Check your financial health Four steps to financial fitness Women and Money Life Moments
Useful information
Back
Useful information
Useful external links Guides Navigating uncertainty
overview icon Overview
Home Financial wellness Financial Wellness

Financial Wellness

Read more articles

Emma-Lou Montgomery
Financial wellness

3 conversations we should all be having about money

When it comes to your finances, it pays to talk

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity International - 02 Nov 2023

Ed Monk
Financial wellness

When will you get your state pension?

Future rises in State Pension age are in question

Ed Monk

Ed Monk Fidelity International - 30 Mar 2023

Nafeesa Zaman
Financial wellness

Are women leaving later life care to chance?

Why women should financially prepare for long

Nafeesa Zaman

Nafeesa Zaman Fidelity International - 02 Mar 2023

Emma-Lou Montgomery
Financial wellness

Why now is the time to create a household budget

What's impacting your finances and steps you can take

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity International - 20 Feb 2023

Ed Monk
Financial wellness

“How I’m fighting the inflation squeeze”

How can you fight price rises in the short and long term?

Ed Monk

Ed Monk Fidelity International - 17 Feb 2023

Emma-Lou Montgomery
Financial wellness

5 things to do to stay in tip-top financial health in 2023

Time to think about your new year money and investment goals

Emma-Lou Montgomery

Emma-Lou Montgomery Fidelity International - 06 Jan 2023

Show Results

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 2023