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.
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.
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.
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.
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.