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Guides

Tax Tables

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Tax tables

These tax tables provide valuable information on tax limits, benefits, allowances and rules for the tax year 2024/25. .

16 April 2024

6 pages

5 April 2025

Getting started with your pension

Pension basics

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Making a withdrawal from your pension

There are four ways to withdraw money from your pension. Read this simple guide to find out what they are, when you can access your savings, and how to save money on tax.

13 Jan 2023

6 pages

31 Mar 2025

Growing savings

Allowances

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How does the annual allowance work?

This useful factsheet tells you what the annual allowance is, how to check your contributions and what happens if you exceed your allowance.

13 Jan 2023

  4 pages

31 March 2025

Making pension tax relief work for you

The idea behind tax relief is to encourage people to save for retirement. This guide explains all about tax relief on pension contributions and how to use the ‘carry forward’ rule if you need to.

13 Jan 2023

   8 pages

31 March 2025

How pension withdrawals are taxed

If you’re thinking about taking a lump sum, setting up an income or changing an income instruction, it’s important to understand how tax could affect those payments. This guide explains which tax rules apply. 

13 Jan 2023

  16 pages

31 March 2025

Money Purchase Annual Allowance (MPAA) – a guide

If you take more than your 25% tax-free amount from your pension while you’re still working, it could reduce your annual allowance and make future contributions less tax-efficient. This guide to the MPAA explains it in full. 

13 Jan 2023

  4 pages

31 March 2025

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Invest@Work

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ISA guide

Your introduction to a Stocks & Shares ISA and its features to help investors, such as Investment Finder and the Navigator

 13 Nov 2023

13 pages

30 Nov 2024

Invest@Work accounts at a glance

A summary to help you compare the accounts available through Invest@Work

17 July 2023

1 page

30 June 2024

Financial wellness

Financial wellness

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Budgeting - understand your spending

Use this simple budget planner to understand where your money goes, and click the link to get to Fidelity’s ‘Budgeting Hub’, packed with articles, hints and tips to help you feel good about your finances.

13 Jan 2023

3 pages

30 June 2024