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Getting started with your pension

Pension basics

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MyPlan interactive

Answer five simple questions to see if your savings are on track to meet your retirement goals.

13 Jan 2023

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How much should you save for retirement?

Check that you’re saving enough to maintain your lifestyle when you retire. Read our four top tips and use this simple tool to see how much you should put away each year.

13 Jan 2023

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How much do you need to retire?

Our rule of thumb for retirement savings is The Power of 7, or seven times your annual household income. Read our guidelines then use this simple tool to work out your saving milestones.

13 Jan 2023

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Pension locater 

Get answers to your pension questions quickly with our locater tool, an intuitive decision tree that you can use again and again.

23 Jan 2023

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Growing savings

Investing in your pension

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Take the 1% challenge

An extra 1% of your salary invested each month can have a big impact on your pension pot. Use our online calculator to see how much better off you could be.

13 Jan 2023

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MyPlan interactive 

Answer five simple questions to see if your savings are on track to meet your retirement goals.

13 Jan 2023

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How much should you save for retirement?

Check that you’re saving enough to maintain your lifestyle when you retire. Read our four top tips and use this simple tool to see how much you should save each year. 

13 Jan 2023

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Allowances

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Annual allowance calculator

You only get tax relief on pension contributions up to £60,000 a year. Our annual allowance calculator can help you estimate your contributions so you can make sure you stay within your limit.

13 Jan 2023

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Understanding finance

Sustainable investing

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Greensight 

Discover what sustainable investing is and the difference it could make to you with Fidelity’s learning tool. For clients with FutureWise as their default investment fund.

 23 Jan 2023

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Greensight (non-FutureWise)

Discover what sustainable investing is and the difference it could make to you with Fidelity’s learning tool. For clients that do not have FutureWise as their default investment fund.

23 Jan 2023

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Life stages

Early careers

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Take the 1% challenge

An extra 1% of your salary invested each month can have a big impact on your pension pot. Use our online calculator to see how much better off you could be.

13 Jan 2023

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Mid-life

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MyPlan interactive 

Answer five simple questions to see if your savings are on track to meet your retirement goals.

13 Jan 2023

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How much should you save for retirement?

Check that you’re saving enough to maintain your lifestyle when you retire. Read our four top tips and use this simple tool to see how much you should put away each year. 

13 Jan 2023

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How much do you need to retire?

Our rule of thumb for retirement savings is The Power of 7, or seven times your annual household income. Read our guidelines then use this simple tool to work out your saving milestones.

13 Jan 2023

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Retirement

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MyPlan interactive 

Answer five simple questions to see if your savings are on track to meet your retirement goals.

13 Jan 2023

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How much should you save for retirement?

Check that you’re saving enough to maintain your lifestyle when you retire. Read our four top tips and use this simple tool to see how much you should put away each year. 

13 Jan 2023

N/A

How much do you need to retire?

Our rule of thumb for retirement savings is The Power of 7, or seven times your annual household income. Read our guidelines then use this simple tool to work out your saving milestones.

13 Jan 2023

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Pension tax calculator

Depending on how you withdraw your money, you might have to pay tax and it could affect your future retirement income. Use this handy calculator before you make any decisions.

13 Jan 2023

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Flexible income calculator

The flexible income calculator helps you understand how much income you can take and how long your pension might last if you do.

13 Jan 2023

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Retirement budget calculator

You need to know you have enough to live on when you retire, so this budgeting calculator helps you get an idea of what your household’s income and expenditure might be.

13 Jan 2023

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How to make your retirement savings last

There are some simple guidelines you can follow to make sure your savings last. Find out more about the 5% rule, then use the calculator to check the amount of income you can take.

13 Jan 2023

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Financial wellness

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Financial wellness calculator

Calculate your score in four key areas – budgeting, debt, savings and protection. It only takes a few minutes to check your financial fitness.

13 Jan 2023

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MyPlan interactive 

Answer five simple questions to see if your savings are on track to meet your retirement goals.

13 Jan 2023

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