Retirement funds

We all want to live happily ever after, but can you afford to? With Fidelity's retirement funds it’s easy to take control of your finances. See how we can help your retirement planning.

Retirement Fund Range - if you're not retired

When do you want to retire? We think there is an ideal mix of equities, bonds, property securities and index-based commodities for every stage of your life. Our funds aim to deliver this mix.

one investment lasts a lifetime – you make one decision and we do the rest
spread your investments across equities, bonds, property securities and index-based commodities
keep your investments in one place - no need to reorganise your finances when you reach retirement
access your money at any time - you’re in control

Retirement Funds

Retirement Income Fund - if you're retired

The Fidelity Retirement Income Fund gives you the flexibility to invest how you like. You can take an income in one of two ways. The fund can either:

provide automatic monthly payments into your bank account
or reinvest your income so that you withdraw money only if and when you want to

Retirement Income Fund

Why Fidelity?

We’ve been managing company pensions since 1986. We’re global investment specialists with decades of experience. And we have our own expert Retirement Institute.

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

^{† These are educational calculators and should only be used as a guide. Fidelity does not provide investment advice. If you require investment advice please contact a financial adviser.}

myPlan in retirement - Find out more about your retirement income. Use our calculator.

myPlan Planning ahead - find out if you're on track for the retirement you want. Use our calculator.

myPlan shows you how big your retirement 'pot' may need to be and how close you could be to achieving your goal.