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Retirement planning

Just starting out? Wondering how to take money from your pension pot? Wondering how to make your retirement income last? We can help.

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Whether you’re simply after some free guidance or need more personalised advice, our retirement specialists can help you get ready to retire.

Call us on 0800 368 6890

Visit Pension Wise

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.

Visit www.pensionwise.gov.uk

Save for retirement

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.

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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.

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Will you have enough to live on in retirement? Use our handy calculators to compare your income and expenditure, the options open to you and how much tax you might have to pay.

These tools can help you understand your financial situation but they don’t give advice. If you’re unsure about savings, investment or retirement planning call us on 0800 368 6882, Monday to Friday, 9am - 5pm, for a free consultation about how we can help you.

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Fidelity's retirement service

We can help you plan for your retirement, choose an income that meets your needs and ensure your money lasts.

Call us on 0800 368 6882, Monday to Friday, 9am - 5pm.

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Pension Wise

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.

Remember, 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.

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Fidelity Personal Investing does not give advice based on personal circumstances, so you are responsible for deciding whether an investment is suitable for you. In doing so, please remember that past performance is not necessarily a guide to future performance, the performance of funds 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. Before investing into a fund, please read the relevant key information document and ‘Doing Business with Fidelity’, a document that incorporates our Client Terms. If you are investing via the Fidelity SIPP and have not yet received a letter from us confirming you have moved to our new system, you should read the Fidelity SIPP Key Features Document incorporating the Fidelity SIPP Terms and Conditions. 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.

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