Retirement advice - to help you make the right decisions

Special Offer. £500 off the cost of retirement advice. Exclusions, T&Cs apply.

If you’re trying to plan your retirement, but finding it a challenge, Fidelity’s retirement specialists can help. We can give you advice on pension transfers, help you explore income options, explain tax rules and allowances and create a retirement plan based on your needs to help you get the most from your money.

And now, for a limited time, we have a special offer when you book an advice appointment before 30 September 2018. Exclusions, T&Cs apply.

Pension and retirement planning can be complex, so if you are unsure about the suitability of a pension investment, retirement service or any action you need to take, please contact Fidelity’s retirement service, or, if you prefer, speak to an authorised financial adviser of your choice. Remember, withdrawals from a pension product will not normally be possible until you reach age 55.

Special Offer

£500 off the cost of retirement advice. Just fill in the form below to receive your voucher. Don’t forget to quote your voucher code when you call Fidelity’s retirement advice service.

Exclusions, T&Cs apply

 

Download the voucher

 

 

What to expect from Fidelity’s retirement advice service

Benefits of our service

Access to retirement specialists with detailed knowledge of pension regulations, allowances, tax implications, income options and pension transfers.

Low-cost fees

Highly competitive fixed rates. A clear pricing structure. No admin fees. A free, no-obligation initial meeting to find out if you could benefit from retirement advice.

Excellent service

Comprehensive personalised reports detailing your current pension arrangements and our recommendation. Face-to-face or telephone-based discussions and annual reviews.

Our Fees

Investing in advice can save you money and give you peace of mind about critical decisions at retirement. Our advice fees are amongst the lowest you’ll find at leading pension providers and we’re proud of the excellent service and robust advice we provide. We typically spend 40 hours researching and analysing each case in detail.

The fee for our advice service is based on the number of pensions you have and can include both defined contribution pensions and those with safeguarded benefits, such as defined benefit schemes which includes final salary and career average pensions. We can also offer you advice on your lifetime allowance as part of these services (but not as a standalone service).

Don’t forget to use your retirement advice voucher and get £500 off your retirement advice bill. Exclusions, T&Cs apply.

 Pension transfer and/or retirement planning advice  
 1 pension £2,500 
 Multiple pensions - 2 to 4 pensions  £3,500
 Add-on services  
 Basic lifetime allowance advice  £900
 Complex lifetime allowance advice  £2,000
 Annual Review  £500
 Partner Discount  20%
VAT may be applicable. Your retirement specialist will discuss with you any scenarios that fall outside of the above and will provide you with a fee on a case-by-case basis. For a clearer understanding of how our fees will apply to your particular situation or for a copy of our Terms of Business, please call our retirement advice service.

Get in touch

Don’t forget to have your voucher details to hand when you call us.

Phone

Call us:

Call us now to book an appointment. We’re available Monday to Friday, 9am to 5pm.



Call us on 0800 368 6874

Phone

Request a call back

Not convenient to call now? Give us your details and we’ll call you. You can request an appointment during our extended hours on Monday & Wednesday, 8am to 7pm.

Request a call back

Face-to-face advice

If you prefer to meet an adviser in person, appointments are available in our London Cannon Street Investor Centre.

Call us on 0800 368 6874

Pension Wise

The government's Pension Wise service offers free, impartial guidance to help you understand your options at retirement. You can access the guidance online or over the telephone on 0800 138 3944.

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Our status as a financial adviser

We (FASL) deliver advice and transact non-advised business through a wholly-owned subsidiary called FIL Retirement Services Limited. Our retirement specialists are paid a salary and are not paid on a commission basis. Their focus is on providing an excellent service based on your requirements.

Fidelity doesn’t have its own annuity products. If you would like to secure a guaranteed income from an annuity using some or all of the money in your pension pots, we’ll select annuity products from the whole of the market for you.

If you would like to keep your pensions in investments, you’ll have access to the full-range of investment funds and products available on our platform, but if we provide you with investment advice in relation to pension transfer and/or drawdown, we’ll restrict this to a set of Fidelity managed investment solutions, some of which will be invested in non-Fidelity funds. These funds invest in a range of different investment assets.

FIL Retirement Services Limited (Company No. 06121251) is authorised and regulated by the Financial Conduct Authority and registered in England and Wales with registered offices at Oakhill House, 130 Tonbridge Road, Hildenborough, Tonbridge, Kent TN11 9DZ.