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Retirement options quiz
This tool can help you decide which of the main retirement options you might consider, by answering 7 short questions.
Should you require additional information or advice, this can be provided by Fidelity’s Retirement Service on 0800 368 6873. Alternatively you may wish to contact your own adviser.
Important Information
- This tool shows the main, or most common, options for providing an income in retirement. There are other options not illustrated here.
- When entering the total value of your retirement savings, please do not include possible state pension benefits or final salary benefits. This tool does not provide outcomes based on these inputs.
- For further information on the different types of retirement income please visit our page. We also recommend the Government's Pension Wise service which offers free impartial guidance to help you understand your options at retirement. You can access the guidance online at: https://www.pensionwise.gov.uk or call them on 0800 138 3944.
- Generally, you cannot take benefits from your pension savings until age 55, although this restriction does not apply to ISAs.
- This is a simple tool that only compares features of the illustrated options to your level of savings. It aims to provide a general view of options you might consider. Please click here for the methodology we have used for this tool.
- This tool is not intended as financial advice and should not be relied upon as a substitute for financial advice or guidance.
- By clicking "GET STARTED" I confirm I have read this important information.
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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 Services 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.
