Retirement Fund Range

A Fidelity Retirement Fund could be a great way to complement your existing pension – just pick the fund with a target date close to when you’re planning to retire. It's a simple way to help you save.

Fund benefits

Choose the ‘target date’ that suits your plans and leave the rest to us. And if your plans change, just switch to a different date or into our Retirement Income Fund.
You can invest from as little as £50 a month.
You can access your money any time – it’s not locked in to a pension.
Our experts manage your money for you across equities, bonds, property securities, index-based commodities and cash.

What are the dates?

Choose from 2015, 2020, 2025, 2030, 2035 or 2040 - whatever suits you.

How do the funds work?

When your target date arrives, we’ll automatically move your money into our Retirement Income Fund. This fund aims to provide you with an income in retirement.

How can you invest?

It’s your choice – you can put our Retirement Funds in tax-efficient investments such as:

ISAs
SIPPs^†
ISA transfers

The Retirement Funds invest overseas as well as the UK, so it’s important to remember that the return may increase or decrease as a result of currency fluctuations. Also, the value of these funds can go down as well as up so you may get back less than you invested.

The value of tax savings will depend on your individual circumstances and all tax rules may change in the future.

^† If you invest your retirement fund in a SIPP, access to your capital will be restricted in line with pensions rules.

*PDF format - you will need Adobe Reader to view this.

Top