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Guidance for your journey

Most people know Fidelity as an investment company. We’re happy with that – after all, it is what we do for a living. But it’s not the thing that matters most to us. Our main aim is to help you integrate the financial with the rest of your life.

Bet you didn't see that coming!

Life has a habit of surprising us, disrupting the best-laid financial plans. But whilst we can’t predict the future, when it comes to the big things in life such as having a baby, changing jobs or preparing for retirement, preparation matters - and we’re not just talking about savings. 

If there’s a major event happening in your life, or you’re considering a change, then you’ll want to have considered the financial implications. Our useful life-event guides below provide lots of ideas to help you get ready.

Fidelity offers a range of financial products to help you cope with life events, whether they’re planned or not. If you’re looking to take closer control of your future, why not learn more about the benefits of a Fidelity SIPP. Find out more.

Please note, withdrawals from a SIPP will not normally be possible until you reach age 55.

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Life events


Having a baby later in life

There are many joys to having children later in life but there’s no doubt it can disrupt even the best-laid financial plans. We look at some of the financial considerations.


Getting a new job

Changing your job can change your life for the better, as long as it’s the right decision for your situation. We have some ideas to help you assess the opportunities.


Setting up a business

Working for yourself can be an amazing opportunity to spend your time doing what you want. But it can mean new challenges as well. Here are some ideas to help.


Finances for married life

You’re back home after the honeymoon and ready for a life together. Here’s what to think about so you can make the most of it.


Preparing for children

Having a child is amazing, fulfilling – and challenging. We have some ideas to help you prepare your finances for the biggest (and best) change in your life.


Planning for your child’s university

University can help your children achieve their dreams, but it may come with a significant cost attached. We look at some of the ways you can prepare for the opportunity.


Thinking about divorce

It’s not easy when a relationship falls apart but making the right decisions about a divorce can help you get to the other side. Here are some things to think about.


When your children move out

Life can change a lot when your children move out. We explore the opportunities and the challenges.


Moving into retirement

Retirement can be a gradual change or a sudden shift. The important thing is to make sure you know what lifestyle you want and that you can afford it. We can help you get ready for it.

Invest in what’s next

What’s life really like for people right now? Download our Modern Life Moments report to find out.

Invest for life: meet the investors

Real people tell us how they are tackling the financial challenges they face on the way to reaching their goals and living the lives they want.