Transferring from L&G? Investing for beginners Help & support Register for online access Back to account summary Log out
Skip Header
Log out
Menu
Close
Services

Services

Services Overview
Our accounts
Back
Our accounts
Stocks and Shares ISA Personal pension (SIPP) Investment Account Junior ISA Junior SIPP Fees and charges Our terms of service
What we offer
Back
What we offer
Why Fidelity
Back
Why Fidelity
Why Fidelity Overview What we offer Investing online with us Ongoing enhancements
Back
Advice service Fidelity Retirement service Wealth service Fidelity Investor Centre
I want to...
Back
I want to...
Open an account Choose investments Transfer investments View pension allowances
Back
View pension allowances
View pension allowances Overview Maximise my tax allowances
Back
overview icon Overview
Advice, tools & guidance

Advice, tools & guidance

Advice, tools & guidance Overview
Get started
Back
Get started
Investing basics
Back
Investing basics
Investing basics Overview Investment risk and return Understanding volatility and risk Effective asset allocation Why have a regular savings plan How mutual funds work How exchange-traded funds work How investment trusts work How shares work
Back
Are you ready to invest? Choose an account Invest for Life videos Fidelity’s advice service
Guides
Back
Guides
Principles for good investing Investment guides & videos Life events
Back
Life events
Life events Overview Finances for married life Preparing for children Planning for university Thinking about divorce Receiving an inheritance Passing on wealth When your children move out Moving into retirement Getting a new job Setting up a business Having a baby later in life
Back
Modern Life Report ISA Guide Self-employed
Tools
Back
Tools
Help choosing investments Chart and compare Retirement planning calculators Stocks & Shares ISA Calculator
overview icon Overview
Funds

Funds

Funds Overview
Show me a few ideas
Back
Show me a few ideas
Find a fund based on risk Sustainable and ESG investing Easy Invest
Show me expert picks
Back
Show me expert picks
Our experts’ favourite funds - Select 50 Our experts’ favourite ETFs - Select ETF Fidelity Select 50 Balanced Fund
Show me everything
Back
Show me everything
Investment Finder Fund updates Fund prices
I want to...
Back
I want to...
Choose a fund Open an account View fund articles Chart and compare funds
overview icon Overview
Shares

Shares

Shares Overview
News & data
Back
News & data
Share prices and market data Share news and insights Shareholder perks and benefits
Share dealing
Back
Share dealing
Investing in shares Share dealing fees and charges Share dealing FAQs FTSE Indices Find shares IPOs and placings
Other investments
Back
Other investments
Investment trusts Exchange-traded funds (ETFs) Our experts’ favourites - Select ETF
I want to...
Back
I want to...
Find a share Open an account Transfer investments Chart & compare shares
overview icon Overview
Pensions & retirement

Pensions & retirement

Pensions & retirement Overview
Saving
Back
Saving
Saving in your 20s and 30s Saving in your 40s Saving in your 50s Self-employed pensions
Planning
Back
Planning
Things to consider
Back
Things to consider
Things to consider Overview Creating a plan Lifetime allowance Legacy planning
Back
Choosing income options Taking tax-free cash
Guidance & advice
Back
Guidance & advice
Fidelity's retirement service Retirement planning calculators Drawdown Investing in retirement Investment Pathways
I want to…
Back
I want to…
Open a SIPP Transfer a pension Speak to a retirement specialist Change your drawdown income View pension allowances
Back
View pension allowances
View pension allowances Overview Pension tax relief Lifetime allowance Annual allowance Tapered annual allowance Carry forward allowance Money purchase annual allowance
Back
overview icon Overview
Markets & insights
Fidelity SIPP
Retirement calculators
Saving for retirement
Leaving pensions to loved ones
Latest retirement articles
Retirement and investment advice
Pension allowances and tax relief
Home Pensions & retirement Retirement planning calculators

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.

To help you save

None
Retirement calculator

Set your retirement goal

Get an indication of the annual income you may need in retirement to help you work out how much you need to save.

Retirement calculator
None
myPlan

Will you hit your goal?

Answer five questions and we’ll show you whether you’re on the right track to saving enough to achieve your retirement goals.

Pension calculator

To help you transition into retirement

None
Pension tax calculator

Calculate tax on withdrawals

Understand how much tax you might have to pay on money you take from your pension and how taking cash now could affect your future retirement income.

Pension tax calculator
None
Retirement income estimator

Calculate retirement income

Tell us what you expect your pension pot to be at retirement, and we’ll estimate the income you could receive using drawdown, an annuity, or both.

Retirement Income Estimator
None
Annuity income tool

Annuity income tool

Use our portal to help you choose your annuity options and shop around for the best guaranteed income for life.

Annuity Income Tool
None
Pension drawdown calculator

Pension drawdown calculator

This tool helps you understand how much flexible retirement income (income drawdown) you could take and how long your pension might last if you do so.

Pension drawdown calculator

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.

This website is issued by Financial Administration Service Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FCA Register number 122169) and registered in England and Wales under company number 1629709 whose registered address is Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP.

© FIL Limited 2021