In this section
Guides
Tax Tables |
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Title |
Description |
Date uploaded |
Length |
Expiry date |
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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Title |
Description |
Date uploaded |
Length |
Expiry date |
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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Title |
Description |
Date uploaded |
Length |
Expiry date |
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 |
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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 |
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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 |
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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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Title |
Description |
Date uploaded |
Length |
Expiry date |
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 |
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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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Title |
Description |
Date uploaded |
Length |
Expiry date |
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 |
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