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Guidance & tools

Take advantage of our wealth of experience with our range of guidance pages and helpful tools to help plan your investments.

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.

Retirement planning calculators

Our calculators can help you to look more closely at various aspects of your retirement, from planning your goals and your savings to working out your withdrawals.

Browse our retirement calculators

Investing basics

If you’re looking to get started, then you can browse through our investing videos, review more principles for good investing, explore investment types or take a deeper look into some of our guides that explain what investing is all about.

Explore investment basics

Principles for good investing

We’ve developed a set of four fundamental principles to help make good investing easier for everyone. Whether you’re just getting started or are well on your way, these key investment ideas can help lay the groundwork.

Read our four investment principles

Investment guides & videos

Our experts have produced a wide range of useful and informative guides and videos to help you make the most of your investments.

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Choose an account

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If you’re new to investing, these key financial planning questions can help you decide if you’re ready to get started.

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Chart and compare

Find and visually compare investments based on past performance, but remember that past performance is not a reliable indicator to future returns.

Chart and compare investments

These guidance tools are not a personal recommendation in respect of a particular investment. If you need additional help, please speak to a financial adviser. You should regularly reassess the suitability of your investments to ensure they continue to meet your attitude to risk and investment goals.

Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund.

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