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Small steps to healthier savings

Our research1 found that while 94% of workers class 'being financially comfortable in retirement' as a long-term financial goal, just 51% say they feel confident they'll actually be able to achieve it.

If you haven’t yet got round to thinking about your pension, or perhaps not saved as much as you had hoped, remember time could still be on your side to start building your pension savings.

Source: The Fidelity Global Sentiment Survey, 2023. The data collection, research and analysis was completed in partnership with Opinium, a strategic insight agency. Data collection took place in July 2023 and includes a sample of 1000 UK adults.

Steps to fixing your finances

Whether you’re someone who enjoys wrestling with financial decisions or someone who doesn’t know where to start, we’ve put together 8 steps that could help you tackle some financial decisions this year.

Take your mid-career check up

Keeping on top of your pension now is key to helping you live the retirement you want later.

Watch our video to find out the four things you could do today that could make a big difference tomorrow.

Watch time: 6 mins

Next steps to get more out of your pension


Step 1: Register for PlanViewer

Quick, convenient and secure. Keep track of your pension savings with your online account, PlanViewer.


Step 2: Check if you’re on track

Discover our retirement rules of thumb to see if you're pension savings are on track for the future you want.


Step 3: Think about bringing your pensions together

More than one pension? Bringing them together into one plan could make it easier to manage.

Take your financial planning to the next level

Keep your pension savings on track

There's still time to make a big difference to your pension savings. Find out what you can do today to ensure you're on track to achieve your goals.

Understanding debt

Paying off debt is a long-term goal for many people. Discover what you can do to make your debt more affordable and help you feel more confident about your finances.

Is your financial health as good as it can be?

Get your Fidelity Financial Wellness score in four key areas: budgeting, debt, savings and protection. It only takes a few minutes.

Webinar: Planning for Prosperity

Watch our pre-recorded webinar for practical tips and guidance on balancing the need to save for retirement alongside life’s other priorities.

Join our webinar