Skip Header

Invest for Life: planning ahead

Important information - please keep in mind that the value of investments can fall as well as rise, so you may get back less than you invest.

Meet the investors

Invest for Life is a series of videos showing how different people are tackling the financial challenges they face on the way to reaching their goals and living the lives they want. All the investors you’ll meet are real people who tell us, in their own words, about their financial experiences - good and bad. Some are already investors with Fidelity, others are just starting out.

In this episode they talk about the importance of planning ahead - and coping with the unexpected changes that life sometimes throws at us. Whether it’s starting a family or a change of job, moving home or retirement, taking care of our finances today can help us prepare for much of what lies ahead. But no matter what life brings, the most important thing is to be flexible and make sensible adjustments when we need to.

Watch the investors talk about planning ahead - and dealing with the unexpected.

(7 mins 6 secs watch time)

Transcript - Life moments: planning ahead

What you could do next

Begin with the basics

Browse through our investing videos, learn about different types of investment, or explore our guides that explain what investing is all about.

Find out if you are ready to invest

Answer “Yes” or “No” to five simple questions about your current financial situation and see if now is the right time for you to become an investor.

Plan ahead - and prepare for the unexpected

Our life events guides could help you plan ahead financially - and deal with the unexpected when it happens.