Skip Header

Saving for retirement

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 one of Fidelity’s advisers or an authorised financial adviser of your choice.

Saving for retirement

Ed Monk

Autumn Budget: how might the government change pensions?

A round up on the latest changes to pensions

Ed Monk

Ed Monk Fidelity International - 26 Nov 2025

Marianna Hunt

Will salary sacrifice changes impact me?

Why it matters and why it’s in the news

Marianna Hunt

Marianna Hunt Fidelity International - 26 Nov 2025

Marianna Hunt
Marianna Hunt

Marianna Hunt Fidelity International - 25 Nov 2025

Ed Monk

Is the UK State Pension less generous than other countries?

Comparing the UK State Pension to global standards

Ed Monk

Ed Monk Fidelity International - 20 Nov 2025

Jemma Slingo

How much cash to hold in retirement

Understanding the case for cash and where it fits in your life

Jemma Slingo

Jemma Slingo Fidelity International - 19 Nov 2025

Richard Evans

Generate your retirement income the Warren Buffett way

What does the world’s most famous investor say?

Richard Evans

Richard Evans Fidelity International - 14 Nov 2025

Richard Evans

How to make the right decision on taking pension tax-free cash

What you need to consider before taking cash from your pension

Richard Evans

Richard Evans Fidelity International - 11 Nov 2025

Ed Monk

The basics of building a retirement salary from investments

Turning savings into a secure and repeatable income in retirement

Ed Monk

Ed Monk Fidelity International - 05 Nov 2025

Marianna Hunt
Marianna Hunt

Marianna Hunt Fidelity International - 05 Nov 2025

Marianna Hunt
Marianna Hunt

Marianna Hunt Fidelity International - 31 Oct 2025

Marianna Hunt
Marianna Hunt

Marianna Hunt Fidelity International - 28 Oct 2025

Ed Monk

Taking pension tax-free cash? Don’t make these mistakes

What are the good - and bad - reasons to take tax-free cash?

Ed Monk

Ed Monk Fidelity International - 23 Oct 2025

Tom Stevenson

Don’t cash your pension lump sum until you’ve read this

How to future-proof your retirement savings

Tom Stevenson

Tom Stevenson Fidelity International - 17 Oct 2025

Ed Monk

6 ways to fix your finances for the 100-year life

Increased longevity is to be celebrated - but it creates challenges

Ed Monk

Ed Monk Fidelity International - 13 Oct 2025

Marianna Hunt

5 good reasons to take your tax-free cash - and 5 bad ones

What you need to consider before taking tax-free cash from your pension

Marianna Hunt

Marianna Hunt Fidelity International - 13 Oct 2025

Ed Monk

8 questions before you take tax-free cash from your pension

Be sure not to make a lasting mistake with your retirement cash

Ed Monk

Ed Monk Fidelity International - 09 Oct 2025

Tom Stevenson

Investing for a 100-year life: putting it into practice

How to enjoy your 60s and 70s without paying the price later

Tom Stevenson

Tom Stevenson Fidelity International - 02 Oct 2025

Ed Monk

Inheritance tax: what people get wrong about the 7-year rule

Do you really understand the 7-year rule for IHT?

Ed Monk

Ed Monk Fidelity International - 02 Oct 2025

Ed Monk

How much should you have saved by 40?

Savings targets based on salary and the average for your age group

Ed Monk

Ed Monk Fidelity International - 01 Oct 2025

Becks Nunn

Pension versus SIPP - 7 questions to ask yourself

Is a Self-Invested Personal Pension right for you?

Becks Nunn

Becks Nunn Fidelity International - 23 Sep 2025

Marianna Hunt

Invest in the ‘longevity dividend’

The 100-Year Life: A Catalyst for Portfolio Growth

Marianna Hunt

Marianna Hunt Fidelity International - 22 Sep 2025

Ed Monk

Why are retirees rushing back to this income option?

Annuities are back on the agenda for those looking for retirement income

Ed Monk

Ed Monk Fidelity International - 17 Sep 2025

Ed Monk
UK

Bond market flashing - what it means for tax rises

Market moves, policy shifts: the hidden link between bonds and tax rises

Ed Monk

Ed Monk Fidelity International - 11 Sep 2025

Tom Stevenson

How 4% inflation could derail your retirement

Pensions, prices, and policy pressure

Tom Stevenson

Tom Stevenson Fidelity International - 11 Sep 2025

Tom Stevenson

Inflation scenarios: what 3.8% rate does to a pension

Navigating a higher inflation environment

Tom Stevenson

Tom Stevenson Fidelity International - 11 Sep 2025

Ed Monk

Are you ready for the 100-year life?

Why longevity could reshape your finances—and everyone else’s

Ed Monk

Ed Monk Fidelity International - 03 Sep 2025

Andrew Oxlade

How quickly will UK pension ages rise?

Why official pension ages may change again

Andrew Oxlade

Andrew Oxlade Fidelity International - 29 Aug 2025

Emma Simon

Self-employed and pensions: how a SIPP can help

All you need to know to get started

Emma Simon

Emma Simon Investment writer - 26 Aug 2025

Ed Monk

What income might I get from a £250,000 pension?

Understand the retirement income you’re on track for

Ed Monk

Ed Monk Fidelity International - 19 Aug 2025

Richard Evans

‘Mr 4% rule’ identifies the key risk for pension investors

How to avoid outliving your retirement savings

Richard Evans

Richard Evans Fidelity International - 07 Aug 2025

Richard Evans

Is ‘financial repression’ coming? Here’s how to beat it

Fund ideas to counter the effects of inflation

Richard Evans

Richard Evans Fidelity International - 31 Jul 2025

Ed Monk

Unpacking inflation: the secret threat to retirement plans

What you can do to protect your income and savings

Ed Monk

Ed Monk Fidelity International - 30 Jul 2025

Jemma Slingo

New job? Here are 5 things you need to know

Make sure you make the most of your employer’s benefits

Jemma Slingo

Jemma Slingo Fidelity International - 24 Jul 2025

Ed Monk

Will the State Pension be there for me?

Can we rely on a State Pension in the future?

Ed Monk

Ed Monk Fidelity International - 24 Jul 2025

Tom Stevenson

Inflation: the hidden tax on your pension

Rising inflation can have a devastating effect on our retirement plans

Tom Stevenson

Tom Stevenson Fidelity International - 24 Jul 2025

Jemma Slingo

Will my retirement count as ‘comfortable’?

Retirement standards explained

Jemma Slingo

Jemma Slingo Fidelity International - 21 Jul 2025

Ed Monk

The ‘£299,325’ cost of matching the State Pension

We explain the real value of your pension

Ed Monk

Ed Monk Fidelity International - 15 Jul 2025

Tom Stevenson

What’s my required rate of return?

Creating a framework for retirement

Tom Stevenson

Tom Stevenson Fidelity International - 11 Jul 2025

Ed Monk

2025 - what investors want to know now

Investment Outlook special

Ed Monk

Ed Monk Fidelity International - 10 Jul 2025

Emma Simon

How to retire at 55

Our guide to starting your retirement earlier

Emma Simon

Emma Simon Investment writer - 09 Jul 2025

Jemma Slingo

What income might I get from a £500,000 pension?

Understand the retirement income you’re on track for

Jemma Slingo

Jemma Slingo Fidelity International - 20 Jun 2025

Jemma Slingo
Jemma Slingo

Jemma Slingo Fidelity International - 10 Jun 2025

Ed Monk

Does this investing wisdom work anymore?

Notions of portfolio construction needs to change?

Ed Monk

Ed Monk Fidelity International - 04 Jun 2025

Tom Stevenson

Why the 60/40 approach may not be diversified enough

Bond yields are approaching the danger zone

Tom Stevenson

Tom Stevenson Fidelity International - 30 May 2025

Richard Evans

3 steps to avoid higher rate tax in retirement

How to minimise your tax bill

Richard Evans

Richard Evans Fidelity International - 30 May 2025

Ed Monk

Is this the secret to a happy retirement?

Is working longer a preferred option?

Ed Monk

Ed Monk Fidelity International - 22 May 2025

Andrew Oxlade

‘70 is the new 53’ - the money implications for all ages

Optionality can help future-proof you from rising pension ages

Andrew Oxlade

Andrew Oxlade Fidelity International - 15 May 2025

Ed Monk

How to choose your first pension investments in a SIPP

Which funds make sense for beginner pension investments?

Ed Monk

Ed Monk Fidelity International - 29 Apr 2025

Becks Nunn

What is bonus sacrifice? The basics

How to get your bonus working harder for you

Becks Nunn

Becks Nunn Fidelity International - 17 Apr 2025

Ed Monk

Do I need to change my pension plans?

Navigating market turmoil when 10, 5 or 2 years from retirement

Ed Monk

Ed Monk Fidelity International - 11 Apr 2025

Ed Monk

Market sell-off: 5 rules to help you avoid a big pension mistake

US trade tariffs don’t have to hurt your retirement

Ed Monk

Ed Monk Fidelity International - 08 Apr 2025

Ed Monk

An extra £100k in ten years - what does it take?

Your guide to building a sizeable nest egg

Ed Monk

Ed Monk Fidelity International - 04 Apr 2025

Ed Monk

How to boost your State Pension before crucial April deadline

Act now to boost your state pension by up to £6,000 a year

Ed Monk

Ed Monk Fidelity International - 18 Mar 2025

Ed Monk

Retired 10 years ago with £100k - how much is left?

How the first to retire under ‘pension freedoms’ have fared

Ed Monk

Ed Monk Fidelity International - 06 Mar 2025

Becks Nunn

The 4% rule: the basics

A widely used pension drawdown method

Becks Nunn

Becks Nunn Fidelity International - 25 Feb 2025

Tom Stevenson

Why I'm not ready to de-risk my pension pot

How to safeguard your retirement savings

Tom Stevenson

Tom Stevenson Fidelity International - 21 Feb 2025

Ed Monk

Save in cash or invest? The best home for your ISA money

Staying smart with tax-efficient savings

Ed Monk

Ed Monk Fidelity International - 20 Feb 2025

Richard Evans

The hidden 60% tax rate – and how to avoid it

The magic of pension contributions...

Richard Evans

Richard Evans Fidelity International - 14 Feb 2025

Tom Stevenson

Ten for 10: Funds to buy and hold for a decade

Building a low maintenance portfolio

Tom Stevenson

Tom Stevenson Fidelity International - 05 Feb 2025

Andrew Oxlade

4 retirement super trends for the decade ahead

The latest trends and where they could take us

Andrew Oxlade

Andrew Oxlade Fidelity International - 04 Feb 2025

Emma Simon

Retirement plan checklist: 10 years from retirement

A step-by-step checklist to stay on track

Emma Simon

Emma Simon Investment writer - 30 Jan 2025

Ed Monk

Annuity rates in 2025: will UK gilt turmoil boost retirement income?

Unrest in markets can result in higher annuity income

Ed Monk

Ed Monk Fidelity International - 22 Jan 2025

Ed Monk

Is 2025 a good year to retire?

What conditions face those hoping to leave work in 2025?

Ed Monk

Ed Monk Fidelity International - 09 Jan 2025

Becks Nunn

What does a £1m pension pot buy?

How to make your pension savings last

Becks Nunn

Becks Nunn Fidelity International - 10 Dec 2024

Richard Evans
Richard Evans

Richard Evans Fidelity International - 05 Dec 2024

Andrew Oxlade

Retire early? Forget ‘FIRE’ and follow ‘CHILL’

Financial independence at all costs may not be worth it

Andrew Oxlade

Andrew Oxlade Fidelity International - 16 May 2024

Andrew Oxlade

The ‘100-year life’: My plan for a ‘37-year’ retirement

I’m 50 with a one in ten chance of reaching 97

Andrew Oxlade

Andrew Oxlade Fidelity International - 23 Feb 2024

Show Results