Contact our retirement specialists to find out how we can help you plan for retirement.
In most instances you are able to move your pensions to a provider of your choice. So even if you don’t have your pension with Fidelity currently, we can help you. We have a team of retirement specialists who can give you the support you need at a low cost.
If you need personal retirement advice you can talk with us by phone or meet with your adviser in person at our London Investor Centre.
Our retirement specialists can support you with general guidance or give you personalised advice and investment recommendations, detailed below.
The type of support you’ll want is likely to depend on your financial experience and confidence. However it’s worth bearing in mind that deciding how to access your pension is an important decision and can have life-long implications. That's why many people decide to take personalised financial advice and feel it is a worthwhile expense to ensure they're getting the most income possible from their pension savings.
Call us on 0800 368 6882 for a full breakdown of all our products, services and charges.
Our experts help you to understand all the pension options available to you
We give you general guidance on retirement planning
We give you a specific, personalised retirement plan
We advise you on which funds to invest your pension in from a set of Fidelity-managed investment solutions**
up to £2,500 +VAT*
* Whether or not you pay VAT will depend on your circumstances. Our retirement specialists can discuss this with you when you call.
** Investment advice will be given where appropriate
If you would like advice on matters relating to your lifetime allowance, our fees are charged on an hourly basis and are subject to VAT at 20%.
Call us on 0800 368 6882 to speak to one of our retirement specialists
If you are looking for some help in choosing funds to help you support your retirement income, our experts have selected a number of funds for you to consider.
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.
We 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 take your pension from an annuity 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 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 investment assets with a focus on delivering income.
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.
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
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This information is not investment advice or a recommendation for any particular product, service or course of action. 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 and the income from them 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.