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About your workplace pension

About your workplace pension

About your workplace pension Overview
Getting started
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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
About Fidelity How safe is my plan? Governance Sustainable investing Online security Latest news from Fidelity Master Trust
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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
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Saving
Starting out Building savings Planning for retirement Maximising your contributions Pension allowances and tax Tools to help you save
Investing
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Investing
Investing basics How pensions are invested Deciding where to invest FutureWise Sustainable investing
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Accessing your savings

Accessing your savings

Accessing your savings Overview
Retirement planning
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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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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
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Feel good with Fidelity
What is financial wellness? Check your financial health Navigating uncertainty Life Moments Women and Money
Life stages
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Life stages
Starting out Building savings Planning for retirement
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Get more help externally Get more help with guides and videos Get support with big life events

Tools & calculators

Our tools and calculators can help you work out how healthy your finances are today and how much you should be saving for tomorrow.

Important information - Please note that these guidance tools are not a personal recommendation in respect of a particular investment. If you need additional help, please speak to an authorised financial adviser. You should regularly reassess the suitability of your investments to ensure they continue to meet your attitude to risk and investment goals.

Our tools are designed to be easy to use, but the data and research that we use to develop them is detailed and thorough. To understand our tools, and your results, take a look at the ‘assumptions’ that each tool uses. Everyone’s situation is unique, and your circumstances might be different from these assumptions, the tools are a guide and not intended to be a personal recommendation.

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Your path to financial wellness

Discover more with Fidelity’s Financial Wellness Tool

It’s easy to use – just answer a few simple questions about your finances and you’ll find out how you’re doing with budgeting, debt, savings and financial protection. It should only take five to ten minutes. We’ll then give you a score based on your answers, show you where you’re doing well and give your some actions you can take to help improve your score.

You can even download your score to see if you can beat it next time.

Get your financial wellness score now
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Are you on the right road to retirement?

Do you know how much income you’ll need to support the lifestyle you want in retirement? Use our retirement calculator to find out if you’re on track to meet your retirement goals.

Get started
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Should you pay more into your pension?

Use the calculator to see how a small increase in your workplace pension contributions today can make a big difference to your pension pot tomorrow.

The power of small amounts

If you're 50 or over, the Government offers a free and impartial guidance service to help you understand your options at retirement. This is available via the web, telephone or face-to-face through the Pension Wise service which is now part of MoneyHelper; the easy way to get free help for all your pension and money choices. You can find out more by going to moneyhelper.org.uk or call them on 0800 011 3797.

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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