Rewriting retirement for your clients

Fidelity's research has shown that people in the UK are simply not financially ready for retirement.* The challenge for our industry is to help them prepare and tackle the five key risks to their future income:

Longevity – the possibility that they will live longer than they expect
Inflation – the likelihood that their money will be worth less in the future
Asset allocation – choosing the right mix of investments for the long-term
Withdrawal – taking too much income too quickly
Long-term care – planning for future and unexpected expenses

What we can do for you and your clients

Retirement calculators

In a series of simple steps our myPlan calculators can help investors see how close they are to reaching their retirement savings or retirement income goals. Investors planning for retirement can see how on track they are using our myPlan – planning ahead calculator. Investors approaching retirement can find our more about their retirement income using our myPlan – in retirement calculator

Fidelity's new retirement funds

Our pioneering new fund range is designed to suit investors’ lifetime retirement needs – whether they’re building retirement wealth or drawing an income.
  • Investors get a dynamically managed and diversified investment to build retirement savings – all the client has to do is identify their target retirement date and choose the relevant fund
  • The funds are designed to mitigate the five key risks identified above
  • A sophisticated approach to retirement saving
  • Clients already in retirement can invest directly into Fidelity's Retirement Income Fund

Retirement insights

Read our latest research on retirement issues, including Can’t save, won’t save: workers face up to 50% income drop Open link in new window, Improving Britain's Retirement Prospects Open link in new window, Improving Britain's Retirement Income Open link in new window and Fidelity’s Retirement Indices Open link in new window.

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*Source: Fidelity Retirement Institute

Why Fidelity?

  • Fidelity International has managed company pensions since 1986.
  • Fidelity Management Research (FMR) has over 20 years’ retirement expertise.
  • Our Retirement Institute leads the way in retirement planning.

For more information on our retirement products, call BrokerLine on: 0800 358 4799

myPlan planning ahead. Find out if you're on track for the retirement you want. Use our calculator.
myPlan in retirement. Find out more about your retirement income. Use our calculator.