Retirement Planning

Whether you’re just starting to save for retirement, thinking about how to take money out of your pension or how to make your income last, we’ve got the tools to help you.

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Save for retirement

Whatever your age, there’s plenty you can do to create the retirement lifestyle you want.

Take tax-free cash

The Fidelity Self-Invested Personal Pension (SIPP) lets you take up to 25% of your savings as tax-free cash from the age of 55.


With more choice and flexibility than ever, there’s also more to consider when planning your retirement.


Retirement calculators

It’s important for you to understand whether you will have enough income to live on in retirement. Our retirement calculators help you to compare your income and expenditure in retirement, the income options open to you and how much tax you might pay. These calculators, provided by Fidelity Personal Investing, do not provide advice. However, should you require advice this can be provided by Fidelity’s retirement service. Please call our retirement income specialists on Freephone 0800 368 6882 for a free initial discussion to find out how we can help you.

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The Government offers a free and impartial guidance service to help you understand your options at retirement. This is available via the web, telephone or face-to-face through government approved organisations, such as The Pensions Advisory Service and the Citizens Advice Bureau. You can find out more by going to or by calling Pension Wise on 0800 138 3944.

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Fidelity Retirement Services

Our retirement specialists can help you get ready for retirement, from choosing the right income for your needs to making sure your money lasts.

Our team of specialists are able to provide both guidance and advice about your retirement needs. The service we offer is based purely on getting you the best outcome for your personal circumstances. Call us on 0800 368 6882

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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.