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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

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

About Fidelity, your pension manager Governance Sustainable Investing Diversity and Inclusion
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How to…

Our top tips Protect yourself online
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I want to…

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

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Grow & manage your pension

Grow & manage your pension

Grow & manage your pension Overview
Saving
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Saving

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

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

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

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

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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Access your pension

Access your pension

Access your pension Overview
Access your Pension
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Access your Pension

Flexible retirement planning Investing in retirement Investment Pathways Leaving your employer Pension allowances and tax
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Pension allowances and tax

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

Choosing income options Drawdown Taking lump sums Staying invested in retirement Taking tax-free cash
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I want to…

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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Your financial wellness

Your financial wellness

Your financial wellness Overview
Feel good with Fidelity
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Feel good with Fidelity

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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What can we help you with?

Helpful topics

Accessing your savings

Investing your pension

Let us support you

Managing your account

Transferring a pension

Understanding your pension

How-to guides

Getting online

  • How to register for PlanViewer
  • How to reset your password
  • How to find your username

Annual allowances

  • Annual Allowance
  • Understanding the Annual Allowance charge
  • Carry forward
  • Money Purchase Annual Allowance
  • Tapered Annual Allowance
  • Lifetime Allowances

Retirement income

  • Getting the retirement income you need
  • A flexible retirement income
  • Guaranteed retirement income for life
  • Making a withdrawal from your pension

Pension Tax

  • How pension withdrawals are taxed
  • Making pension tax relief work for you

Popular questions

  • How do I make a withdrawal from my pension?
  • How do I opt out?
  • How do Fidelity’s funds work?
  • How can I change my address?
  • When can I take money from my pension?
  • How does myPlan work?
  • Can I make one-off contributions to my pension?

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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.

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