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Personal finance
Make the most of your money with the latest tips and insights from our personal finance experts.
Important information: The value of investments can go down as well as up so you may get back less than you invest. Investors should note that the views expressed may no longer be current and may have already been acted upon. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.
Personal finance
Should you pay your (grand)child's uni fees?
Parents and grandparents shouldn’t automatically assume it’s better to clear student debt before it accrues
Emma-Lou Montgomery Fidelity International - 16 Sep 2021
Downsizing: why the dream rarely matches reality
Turning a property into retirement wealth may not be as simple as you think
Ed Monk Fidelity International - 16 Sep 2021
What the state of the jobs market means for investors
Job-hunters in demand as businesses desperately seek staff
Emma-Lou Montgomery Fidelity International - 14 Sep 2021
The best time to be ‘pension aware’? Now
The Government is playing catch-up on old-age planning - you don’t have to
Ed Monk Fidelity International - 10 Sep 2021
Triple lock becomes the ‘double lock’
What will happen to your state pension and NI contributions?
Toby Sims Fidelity International - 07 Sep 2021
What does a £1m pension pot buy?
The income you could expect to get from a £1m pension pot
Maike Currie Fidelity International - 03 Sep 2021
Financial lessons your kids won’t learn at school
Young people are learning about investing the hard way
Toby Sims Fidelity International - 02 Sep 2021
Is volatility good or bad?
How to master the art of investing through good times and bad
Toby Sims Fidelity International - 26 Aug 2021
Daniel Craig is right to make his inheritance plans clear
The James Bond actor has helped break the taboo of passing on wealth
Ed Monk Fidelity International - 26 Aug 2021
How can you make the most of your pension income?
Making the change from work to retirement is all about choosing the life you want once the demands of a career come to an end.
Ed Monk Fidelity International - 23 Aug 2021
“What happened when I put all my cash savings in Premium Bonds”
Premium Bonds: are they worth buying?
Ed Monk Fidelity International - 20 Aug 2021
How could the pension freedom age rise impact you?
The age for tax-free access to private pensions is set to rise from 55 to 57
Graham Smith Investment writer - 20 Aug 2021
“I’m no good with money” and other lies we believe
Time to take action
Emma-Lou Montgomery Fidelity International - 18 Aug 2021
Why is petrol so expensive?
What you need to know about the price of oil
Toby Sims Fidelity International - 13 Aug 2021
Can you retire in your 30s, or 40s? FIRE says you can
How does the FIRE movement work?
Emma-Lou Montgomery Fidelity International - 13 Aug 2021
Will the price of your house trigger an inheritance tax bill?
The average bill due on estates caught by IHT is rising
Ed Monk Fidelity International - 12 Aug 2021
City’s millennials are still the unloved middle child
Millennials are facing another ‘once-in-a-generation’ economic shock
Ed Monk Fidelity International - 11 Aug 2021
How to graduate debt-free
It’s results day and homework time for parents of kids not even out of nappies yet
Emma-Lou Montgomery Fidelity International - 10 Aug 2021
How to start investing in stocks - for the young
Teaching children about investing in stocks
Emma-Lou Montgomery Fidelity International - 05 Aug 2021
3 money tasks to tackle
It’s time for your mid-year wealth check
Emma-Lou Montgomery Fidelity International - 29 Jul 2021
Give yourself a mid-year pension MOT
Make sure your savings are ticking over nicely
Ed Monk Fidelity International - 27 Jul 2021
Women, the ‘pandemic penalty’ & the important investment lesson
Why ESG matters
Maike Currie Fidelity International - 21 Jul 2021
How much attention should I pay to my investments?
Understand what works for you
Toby Sims Fidelity International - 15 Jul 2021
State Pension rise is a dilemma for Government
A quirk in the stats means a higher than normal rise is on the cards
Ed Monk Fidelity International - 08 Jul 2021
New report shows UK women lag behind in pension wealth
Fidelity’s new report shows UK women are set to be worse-off during retirement than women elsewhere
Emma-Lou Montgomery Fidelity International - 02 Jul 2021
Lockdown’s financial winners and losers
This week, how have households coped financially with the last 15 months of pandemic lockdown?
Ed Monk Fidelity International - 30 Jun 2021
Can lockdown boost to savings last?
New analysis confirms the experience of millions in the UK
Ed Monk Fidelity International - 28 Jun 2021
Rumours of cuts to pension tax relief resurface
Pension system an attractive target for a Chancellor in need of funds
Ed Monk Fidelity International - 21 Jun 2021
Five life lessons to teach your kids about money
The money skills you’re duty-bound to hand down to younger generations
Emma-Lou Montgomery Fidelity International - 16 Jun 2021
Finance-boosting tips for young women
Financial independence has never been more important
Emma-Lou Montgomery Fidelity International - 10 Jun 2021
A quarter still don’t know their retirement choices - do you?
‘Forgotten freedoms’ - pension flexibility still bedding in
Ed Monk Fidelity International - 19 May 2021
Women prove to be the biggest lockdown-saving winners
Now is your opportunity to put them to good use
Emma-Lou Montgomery Fidelity International - 18 May 2021
A secret tax grab - and how to beat it with your pension
Will you be caught by the income tax band freeze?
Ed Monk Fidelity International - 14 May 2021
Wealth and happiness hit 10-year low: how are you doing?
Mental Health Week highlights the importance of talking and tackling financial worries
Emma-Lou Montgomery Fidelity International - 13 May 2021
More of us are saving for retirement - but is it enough?
How can you hit your retirement savings targets?
Ed Monk Fidelity International - 10 May 2021
How will you use this year’s ISA allowance?
Take the time to consider what works best for you
Toby Sims Fidelity International - 28 Apr 2021
Once-in-a-generation chance to cash-in on lockdown savings
Now is the time to turn ‘accidental’ lockdown savings into a positive for the future
Emma-Lou Montgomery Fidelity International - 19 Apr 2021
See in the new (tax) year with a pension refresh
Upcoming changes mean it could pay off to pay in more
Ed Monk Fidelity International - 06 Apr 2021
Why volatility can be your best friend (yes, you read that right)
10 important lessons for investors
Emma-Lou Montgomery Fidelity International - 01 Apr 2021
How will you make the most of your lockdown savings?
The surprise of the past year could very well be how much it has saved us
Emma-Lou Montgomery Fidelity International - 01 Apr 2021
Lockdown pension dippers face tax trap
Money Purchase Annual Allowance limits your retirement saving
Ed Monk Fidelity International - 29 Mar 2021
Don’t let the thrill of the chase harm your investment goals
Lockdown boredom and a bit of spare cash can be a dangerous combination
Emma-Lou Montgomery Fidelity International - 24 Mar 2021
Will ‘Tax Day’ bring a pensions blow?
Pension tax relief is the crosshairs - again
Ed Monk Fidelity International - 22 Mar 2021
Got your ISA and SIPP sorted yet? It’s time to get cracking
The tax year end is looming so it’s time to secure your ISA and SIPP investments now
Emma-Lou Montgomery Fidelity International - 18 Mar 2021
Job changes in the pandemic - don’t forget your pension
How can you keep your retirement plans on track?
Ed Monk Fidelity International - 17 Mar 2021
Why it’s vital young people learn about investing
COVID makes it even more important the young can build secure futures
Toby Sims Fidelity International - 17 Mar 2021
How an ISA can help you save for the future
Getting started on your investment journey
Toby Sims Fidelity International - 08 Mar 2021
Why the pandemic’s impact on women should worry us all
The cost of the pandemic on women is clear and there is work to be done
Emma-Lou Montgomery Fidelity International - 08 Mar 2021
Beat the deadline to make the most of any ‘lockdown savings’
Use this year’s allowances cleverly
Emma-Lou Montgomery Fidelity International - 04 Mar 2021
Use it, don’t lose it
Making the most of your ISA and pension allowances
Tom Stevenson Fidelity International - 01 Mar 2021
When did you last show your finances some love?
Odds are there’s still work to do on your relationship with money
Emma-Lou Montgomery Fidelity International - 23 Feb 2021
What to expect in next month’s Budget
The Chancellor’s ‘difficult’ follow up
Tom Stevenson Fidelity International - 18 Feb 2021
Investing at a young age
An introduction to ISAs, funds, and mayonnaise
Toby Sims Fidelity International - 17 Feb 2021
Five mistakes to avoid in this year’s tax return
After the year we’ve had, don’t pay the price for a silly mistake
Emma-Lou Montgomery Fidelity International - 29 Jan 2021
How to save £500,000 for your retirement
What does it take to reach this target?
Ed Monk Fidelity International - 25 Jan 2021
Young Money - Why invest in your 20s?
Three reasons why you should start investing
Toby Sims Fidelity International - 19 Jan 2021
3 New Year resolutions you will want to stick to in 2021
Whatever was out on hold in 2020, 2021 is the year to do it
Emma-Lou Montgomery Fidelity International - 31 Dec 2020
3 financial problem areas all women need to focus on
Time to focus on yourself for once
Emma-Lou Montgomery Fidelity International - 29 Dec 2020
6 ways to stay a step ahead in 2021
A new year brings fresh opportunity
Emma-Lou Montgomery Fidelity International - 23 Dec 2020
Give them the gift of saving this Christmas
Ditch the fads and give them something to last
Emma-Lou Montgomery Fidelity International - 15 Dec 2020
4 ways to overcome retirement saving inertia
Delaying starting your pension could be a mistake
Ed Monk Fidelity International - 14 Dec 2020
The problems with a Wealth Tax
Fair in theory, challenging in practice
Tom Stevenson Fidelity International - 09 Dec 2020
House prices continue to rise - but for how long?
Inflation in house prices may be built on pillars of sand
Toby Sims Fidelity International - 08 Dec 2020
Financial pain of Covid has fallen unequally
The lesson of 2020 should be to lock in what savings you can
Ed Monk Fidelity International - 30 Nov 2020
Why the cost of care is a burden we all have to shoulder
National Carers Day is a good chance to look ahead and start planning
Emma-Lou Montgomery Fidelity International - 26 Nov 2020
Why every woman should have some ‘self-survival savings’
More than a fifth of women have a secret stash - just in case
Emma-Lou Montgomery Fidelity International - 24 Nov 2020
A capital gains tax rise: could it happen?
The Chancellor is mulling a tax rise on investments
Ed Monk Fidelity International - 16 Nov 2020
Three tips to give a boost to your savings
Saving success is about a few small changes that add up
Ed Monk Fidelity International - 16 Nov 2020
Who can you talk to about money?
In the latest Fidelity podcast Tom Stevenson and Ed Monk go over the best ways to chat about money worries as part of Talk Money Week.
Ed Monk Fidelity International - 10 Nov 2020
Why this is still one of the few things we can’t talk openly about
Let’s Talk Money Week hopes to break the silence
Emma-Lou Montgomery Fidelity International - 06 Nov 2020
Being a Steady Eddie could boost your investments
The benefits of investing come rain or shine
Ed Monk Fidelity International - 21 Oct 2020
Why sometimes doing nothing is best
Taking the long-term view saves you having to make the wrong decisions
Jonathan Wright Fidelity International - 16 Oct 2020
5 ways to shield your finances from the worst of the pandemic
There is no doubt that the pandemic has taken its toll on so many people’s finances, but worryingly, the latest figures show that it is women who have borne the brunt of the financial strife.
Emma-Lou Montgomery Fidelity International - 16 Oct 2020
Five positive reasons to give pessimism a rest
Simple steps that turn uncertainty into opportunity
Emma-Lou Montgomery Fidelity International - 01 Oct 2020
Can you save more? Yes, you can
Latest GDP data shines a light on household savings
Tom Stevenson Fidelity International - 30 Sep 2020
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