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Text Content

 * Workplace Pensions
    * Workplace Pensions - International employees
    * Workplace Pensions - Employers
    * Personal Investing
    * Fidelity Adviser Solutions
    * Fidelity for Investment Professionals
    * Fidelity Institutional

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About your workplace pension


ABOUT YOUR WORKPLACE PENSION

About your workplace pension Overview

GETTING STARTED

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GETTING STARTED

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Introducing workplace pensions How pensions are invested Auto-enrolment How
contributions are made Costs and charges Your pension checklist

WELCOME TO FIDELITY

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WELCOME TO FIDELITY

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About Fidelity, your pension manager Governance Sustainable Investing Diversity
and Inclusion Master Trust

HOW TO…

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HOW TO…

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Our top tips Protect yourself online

I WANT TO…

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I WANT TO…

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Nominate my beneficiaries Review my retirement age Transfer a pension Download
the app Check and update my contact details

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Overview

Grow & manage your pension


GROW & MANAGE YOUR PENSION

Grow & manage your pension Overview

SAVING

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SAVING

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Saving in your 20s & 30s Saving in your 40s & 50s Saving in your 60s

PLANNING

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PLANNING

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Check your financial health Plan your savings goals Check if I'm on track
Maximise my contributions Pension allowances and tax
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PENSION ALLOWANCES AND TAX

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Pension allowances and tax Overview Tax relief Lifetime allowance Annual
allowance Money purchase annual allowance Tapered annual allowance Carry forward
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INVESTING

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INVESTING

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How pensions are invested Investing basics What is a default investment?
Deciding where to invest Sustainable investing Guides

I WANT TO…

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I WANT TO…

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Plan my savings goals Check if I'm on track Maximise my contributions Nominate
my beneficiaries Review my retirement age Transfer a pension

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Overview

Access your pension


ACCESS YOUR PENSION

Access your pension Overview

ACCESS YOUR PENSION

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ACCESS YOUR PENSION

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Flexible retirement planning Investing in retirement Investment Pathways Leaving
your employer Pension allowances and tax
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PENSION ALLOWANCES AND TAX

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Pension allowances and tax Overview Tax relief Lifetime allowance Annual
allowance Money purchase annual allowance Tapered annual allowance Carry forward
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YOUR RETIREMENT INCOME

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YOUR RETIREMENT INCOME

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Choosing income options Drawdown Taking lump sums Staying invested in retirement
Taking tax-free cash

I WANT TO…

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I WANT TO…

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Budget for my retirement Plan my retirement income Withdraw money from my
pension Contact Fidelity Check if I'm on track

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Overview

Your financial wellness


YOUR FINANCIAL WELLNESS

Your financial wellness Overview

FEEL GOOD WITH FIDELITY

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FEEL GOOD WITH FIDELITY

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Understand your financial wellness Check your financial health Four steps to
financial fitness Women and Money

USEFUL INFORMATION

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USEFUL INFORMATION

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Useful external links Guides

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Overview



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Home Your financial wellness


FEEL GOOD ABOUT YOUR MONEY

Discover financial wellness, how to measure your own, and some simple steps you
can take to improve how you feel about your money.


WHAT IS FINANCIAL WELLNESS?

Financial wellness is about your total financial situation and how you feel
about it. Whether that's in your day-to-day life, like paying the bills, being
prepared for unexpected events or planning for life's bigger goals.

Like your physical and mental health, it's important to keep your finances in
shape, so you can get the most from what you have now, while saving for the
future.




THE FOUR AREAS OF FINANCIAL WELLNESS

We believe there are four key areas of financial wellness which together allow
us to relax and enjoy life now, while looking forward to a better tomorrow.

BUDGETING

Helping you to manage your money today as well as save for the future.

Read more

DEBT

From understanding & prioritising your debts, to knowing when to seek help.

Read more

SAVINGS

For life goals – now (e.g. a holiday) and for the future (e.g. retirement).

Read more

PROTECTION

For unexpected events – the importance of planning & being prepared.

Read more


START BY SETTING YOURSELF SMALL GOALS

By setting small goals on your way to larger ones it can help with your
long-term motivation and get you financially fitter. There’s no time like the
present to take your first steps towards financial wellness so you can start to
feel good about your money.




CHECK YOUR FINANCIAL WELLNESS

Get your own financial wellness score for all four areas, and see where you're
doing well and the areas you can work on.

Take a wellness test now


LEARN MORE ABOUT FINANCIAL WELLNESS

HOW CAN I START FEELING FINANCIALLY WELL?

Talking about money with someone you trust can be a great place to start
building better habits. Listen to Iona Bain and Ed Monk on breaking the taboo of
talking money.

Listen to the podcast

INVESTING IN YOURSELF

Learning how other people have tackled life and financial challenges can give us
new ideas about how we could reach our goals and live the life we want.

Find out more

KEEP YOUR PENSION IN SHAPE

Keeping regular track of how much you’re saving is a great way to stay in
control of your workplace pension. Log into PlanViewer to see how much you’ve
already saved.

Login
Useful information

USEFUL INFORMATION

 * About Fidelity International
 * Contact us
 * Regulators and regulatory disclosures
 * Governance
 * Legal information
 * Tools and calculators
 * Accessibility
 * Modern slavery statement
 * Complaints procedure
 * Security
 * Sustainability
 * News

Important policies

IMPORTANT POLICIES

 * Privacy statement
 * Financial crime
 * Cookie policy
 * Whistleblowing policy
 * Diversity and inclusion
 * UK tax strategy
 * Fidelity gender pay gap reports
 * 2021 Corporate Sustainability Report

Other Fidelity Sites

OTHER FIDELITY SITES

 * Fidelity International
 * Fidelity Personal Investing
 * Fidelity for Investment Professionals
 * Press and media

This information is not a personal recommendation for any particular investment,
you are responsible for deciding whether an investment is suitable for you. In
doing so, please remember that past performance is not 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. 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.

© FIL Limited 2022






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