• Retirement
  • Retirement health check

Retirement Health Check

We’ll investigate your pension arrangements

If you are in the process of planning for your retirement and need a retirement specialist to guide you through your options and confirm the details of your current pension arrangements, then why not opt for our Retirement Health Check. It is conducted by one of our retirement specialists who will prepare a personalised report for you.

They will:

  • Investigate the details and features of your current pensions arrangements
  • Talk to you about your circumstances
  • Discuss the options which you will have in relation to your financial goals when you reach retirement
  • Prepare a report of your current circumstances

Your Retirement Health Check will be performed by one of our retirement specialists and there is a fee of £500 for the service. VAT may be applicable, depending on your circumstances.  Our retirement specialists can discuss this with you when you call.

Call us on 0800 368 6882 and we can help you decide on the right service to meet your needs.

Want to have a chat?

We're here to help you understand how to make the most of your pension savings. If you have any questions or just want a better understanding of it all, simply get in touch with our retirement service to talk about it in more detail.

 0800 368 6882

Send us an email
 Monday to Friday, 9am to 5pm    

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 at www.pensionwise.gov.uk  or over the telephone on 0800 138 3944.

Important information

Pension and retirement planning can be complex, so if you are unsure of the suitability of a pension investment, retirement service or any action you need to take, please contact Fidelity’s Retirement Service on 0800 368 6882 or refer to your financial adviser.

The value of investments can go down as well as up and you may get back less than you invested. Eligibility to invest into a pension depends on personal circumstances and all tax rules may change. With pension products you will not be able to withdraw money until you reach age 55. The Retirement Health Check will not provide you with investment advice nor a recommendation for any particular product, service or course of action.