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Getting started with your pension

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Pension basics

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Description

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Introduction to PlanViewer

An introduction to PlanViewer, Fidelity’s account management platform for your members.

24 Apr 2024

02:11

30 April 2025

Updating personal details

How members can update their personal information.

24 Apr 2024

01:35

30 April 2025

Nominating beneficiaries How your members can nominate and change their beneficiaries in the event of their death. 24 Apr 2024 02:02 30 April 2025

Getting started on the road to retirement

Comedian Mark Watson shares tips on how to save for your future. Learn about company pension plans, how your money is invested and why starting to save early gives your money the ‘snowball effect’. Part of the Pension Sessions series.

13 Jan 2023

07:26

30 June 2024

What is a pension plan? (Salary sacrifice)

Comedian Mark Watson explains how a pension plan can help you save for later in life. With a combination of tax relief and potential employer contributions, the amount you contribute could be larger than you think. For members of a Salary Sacrifice scheme. Part of the Pension Sessions series.

13 Jan 2023

05:06

30 June 2024

What is a pension plan? (Net pay)

Comedian Mark Watson explains how a pension plan can help you save for later in life. With a combination of tax relief and potential employer contributions, the amount you contribute could be larger than you think. For members of a Net Pay scheme. Part of the Pension Sessions series.

13 Jan 2023

05:01

30 June 2024

What is a pension plan? (Relief At Source)

Comedian Mark Watson explains how a pension plan can help you save for later in life. With a combination of tax relief and potential employer contributions, the amount you contribute could be larger than you think. For members of an RAS scheme. Part of the Pension Sessions series.

13 Jan 2023

05:05

30 June 2024

Asset Classes

Asset classes describe the different types of thing you can invest your money in, whether that's commodities, property, bonds or something else. Learn the basic pros and cons of the five main classes. Part of the Money Lab series.

08 Mar 2024

03:01

30 Sept 2024

Tapered Annual Allowance (TAA) Explained

Most people get tax relief on the first £60,000 of their pension contributions each year, but in some cases this amount is lower. This short video explains if the tapered annual allowance applies to you. Part of the Money Lab series.

08 Mar 2024

03:25

30 Sept 2024

Money Purchase Annual Allowance (MPAA) Explained

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. Find out more about the MPAA. Part of the Money Lab series.

08 Mar 2024

02:24

30 Sept 2024

Growing savings

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Investing in your pension

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Moving a pension

How to transfer previous pensions into a member’s workplace pension with Fidelity.

24 Apr 2024

03:48

30 April 2025

Compound interest explained

Each time you reinvest your savings, your initial investment grows - and the more you do it, the bigger it gets. That’s why it pays to start saving early for retirement. Learn more about ‘the power of compounding’.

13 Jan 2023

02:08

31 Jul 2024

Asset Classes

Asset classes describe the different types of thing you can invest your money in, whether that's commodities, property, bonds or something else. Learn the basic pros and cons of the five main classes. Part of the Money Lab series.

08 Mar 2024

03:01

30 Sept 2024

Tapered Annual Allowance (TAA) Explained

Most people get tax relief on the first £60,000 of their pension contributions each year, but in some cases this amount is lower. This short video explains if the tapered annual allowance applies to you. Part of the Money Lab series.

08 Mar 2024

03:25

30 Sept 2024

Money Purchase Annual Allowance (MPAA) Explained

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. Find out more about the MPAA. Part of the Money Lab series.

08 Mar 2024

02:24

30 Sept 2024

The benefit of Compounding

Understanding the benefits of compound interest through long-term saving.

28 May 2024

00:50

01 Aug 2024

Allowances

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Pension Allowances  with Mark Watson

Comedian Mark Watson gives a quick and easy overview of pension allowances – annual, tapered and Money Purchase (MPAA). Part of the Pension Sessions series.

13 Jan 2023

07:51

30 June 2024

Annual allowance

You can put as much as you like into your pensions each year, but you only get tax relief on contributions up to £60,000 a year. This short video explains the annual allowance and what happens if you exceed it. Part of the Money Lab series. 

14 Feb 2024

02:42

30 Sept 2024

Salary Sacrifice

With salary sacrifice, your pension contribution is taken directly out of your gross salary and could reduce your tax and National Insurance payments. Find out if it’s right for you. Part of the Money Lab series. 

14 Feb 2024

02:29

30 Sept 2024

Automatic Enrolment (contributory)

All employees are now automatically enrolled in their company pension scheme but can opt out if they choose to. Yours is a contributory pension so you, your employer and the Government all pay in to boost your savings. Here’s how it works. Part of the Money Lab series.

14 Feb 2024

02:24

30 Sept 2024

Automatic Enrolment (non-contributory)

All employees are now automatically enrolled in their company pension scheme but can opt out if they choose to. With a non-contributory pension, your employer contributes in full so you don’t have to. Here’s how it works. Part of the Money Lab series.

14 Feb 2024

02:38

30 Sept 2024

Retirement Savings & Asset Classes

This quick video gives an overview of the different asset classes you can invest into – cash, bonds, commodities, property and equities. Find out more about the level of risk and the potential for growth of each. Part of the Money Lab series.

14 Feb 2024

02:28

30 Sept 2024

Default v Self-select

With any pension plan, you can either keep your money in the ‘default’ option (the funds that are selected for you) or choose your own funds to invest in. Find out more about your options. Part of the Money Lab series.

14 Feb 2024

03:07

30 Sept 2024

Asset Classes

Asset classes describe the different types of thing you can invest your money in, whether that's commodities, property, bonds or something else. Learn the basic pros and cons of the five main classes. Part of the Money Lab series.

08 Mar 2024

03:01

30 Sept 2024

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Life stages

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Early careers

Title

Description

Date uploaded

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Compound interest explained

Each time you reinvest your savings, your initial investment grows - and the more you do it, the bigger it gets. That’s why it pays to start saving for retirement early. Find out about ‘the power of compounding’.

13 Jan 2023

02:08

31 Jul 2024

Getting started on the road to retirement

Comedian Mark Watson shares tips on how to save for your future. Learn about company pension plans, how your money is invested and why starting to save early gives your money the ‘snowball effect’. Part of the Pension Sessions series.

13 Jan 2023

07:26

30 June 2024

Mid-life

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Mid-career check-up

Comedian Mark Watson encourages you to check up on your pension plan to ensure you're on track for the retirement you want. He shares tips to check up on what you have already, what you'll need in retirement and how to get what you need. Part of the Pension Sessions series.

13 Jan 2023

06:34

30 June 2024

Retirement

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Getting started on the road to retirement

Comedian Mark Watson shares tips on how to save for your future. Learn about company pension plans, how your money is invested and why starting to save early gives your money the ‘snowball effect’. 

13 Jan 2023

07:26

30 June 2024

Let’s talk retirement 

Comedian Mark Watson helps you to start thinking about your retirement. Considering factors like the amount you have saved, the lifestyle in retirement you want and finding your other pension pots are good first steps. Part of the Pension Sessions series.

13 Jan 2023

06:17

30 June 2024

Financial wellness

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Women and money

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The pension gap

Comedians Mark Watson & Hannah Jackson introduce the pension gap, the shortfall in retirement savings that can happen if you spend a long time away from work. With some practical tips and insight, it can help you to navigate the unexpected. Part of the Pension Sessions series.

13 Jan 2023

04:48

30 June 2024