Traditional retirements have become a thing of the past. With increasing life expectancy, we’re living longer, more active lives. Retirement isn’t about slowing down, it’s looking forward to the future - travelling, enjoying hobbies, even starting up new businesses. So it’s important to get your finances right - to afford the lifestyle you want.
That’s where Fidelity can help, with useful online tools to help you plan and save enough, provide information on pensions and retirement, and skilled retirement teams to support your pension and investment choices. So whether your retirement is a little way off or coming up quickly, take steps now to have confidence in your future.
Whether you’re simply after some free guidance or need more personalised advice, our retirement specialists can help you get ready to retire.
The government’s Pension Wise service offers free, impartial guidance to help you understand your options at retirement. You can access the guidance online or over the phone on 0800 138 3944.
Whether you’re in your 20s or your 50s, there’s a lot you can do to make sure you have a retirement plan that’s suitable for you.
You have more choice and flexibility in how you set up your retirement income than ever, so there is much more you need to know.
The value of investments and the income from them can go down as well as up so you may get back less than you invest. 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.
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We can help you get ready for retirement; from choosing the right income for your needs to making sure your money lasts.
Fidelity's retirement service is able to provide both guidance and advice on your retirement options. The service we offer is based purely on helping you find the most appropriate solution for your personal circumstances.
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 pensionwise.gov.uk or by calling Pension Wise on 0800 138 3944.
The value of investments and the income from them can go down as well as up so you may get back less than you invest. This information is not a personal recommendation for any particular product, service or course of action. Pension and retirement planning can be complex, so if you are unsure about the suitability of a pension investment, retirement service or any action you need to take, please contact Fidelity’s Retirement Service on 0800 084 5045 or refer to an authorised financial adviser. Remember withdrawals from a pension product will not be possible until you reach age 55. Tax treatment depends on individual circumstances and all tax rules may change in the future. To find out what else you should consider before transferring, please read our Fidelity SIPP Transfer Factsheet.