Help & support Register for PlanViewer
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 Understanding your pension: FAQs
Welcome to Fidelity
Back
Welcome to Fidelity
About Fidelity How safe is my plan? Governance Sustainable investing Online security Latest news from Fidelity Master Trust
I want to…
Back
I want to…
Download the app Nominate my beneficiaries Review my retirement age Transfer a pension Check and update my contact details
Grow and manage your pension

Grow and manage your pension

Grow and manage your pension Overview
Saving
Back
Saving
Starting out Building savings Planning for retirement Maximising your contributions Pension allowances and tax Tools to help you save
Investing
Back
Investing
Investing basics How pensions are invested Deciding where to invest FutureWise Sustainable investing
I want to…
Back
I want to…
Get more help with guides and videos Nominate my beneficiaries Review my retirement age Transfer a pension Check if I'm on track
Accessing your savings

Accessing your savings

Accessing your savings Overview
Retirement planning
Back
Retirement planning
Flexible retirement planning Investing in retirement Investment Pathways Pension allowances and tax Retirement planning tools
Accessing your pension
Back
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
I want to…
Back
I want to…
Budget for my retirement Plan my retirement income Withdraw money from my pension Check if I'm on track Contact Fidelity
Your financial wellness

Your financial wellness

Your financial wellness Overview
Feel good with Fidelity
Back
Feel good with Fidelity
What is financial wellness? Check your financial health Navigating uncertainty Life Moments Women and Money
Life stages
Back
Life stages
Starting out Building savings Planning for retirement
I want to…
Back
I want to…
Get more help externally Get more help with guides and videos Get support with big life events Explore latest webinars

Investing

Read more articles

Emma Simon
Investing

Retirement plan checklist: 10 years from retirement

A step-by-step checklist to stay on track

Emma Simon

Emma Simon Investment writer - 11 Feb 2025

Becks Nunn
Investing

How I got my pension back on track with PlanViewer

Tips to help you reach your retirement savings goals

Becks Nunn

Becks Nunn Fidelity International - 30 Jan 2025

Andrew Oxlade
Investing

Could this ‘CHILL’ hack slice £80k from your pension target?

The simple way to improve your retirement savings scenarios

Andrew Oxlade

Andrew Oxlade Fidelity International - 14 Aug 2024

Tom Stevenson
Investing

Labour and you: what the election means for your finances

Tom’s take on the election

Tom Stevenson

Tom Stevenson Fidelity International - 05 Jul 2024

Becks Nunn
Investing

Five principles for good investing

Make smarter investing decisions with our guiding principles

Becks Nunn

Becks Nunn Fidelity International - 20 Jun 2024

Clare Seal
Investing

Financial wellbeing habits for life

Like everything else in our lives, there is bound to be an ebb and flow in how we earn, spend and manage our money.

Clare Seal

Clare Seal Author, Financial Coach

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 2025