Product information
People want control and flexibility from their retirement investments, and Fidelity’s new funds offer just that. For investors building their retirement savings, our Retirement Funds 
offer a professionally managed, diversified fund that dynamically shifts the asset allocation as the targeted retirement date draws nearer.
By using Fidelity’s Retirement Funds within different wrappers for retirement planning, you can offer your clients control, flexibility and tax efficiency – along with the added advantages of a platform.
offer a professionally managed, diversified fund that dynamically shifts the asset allocation as the targeted retirement date draws nearer.
We also offer the Fidelity Retirement Income Fund for retirees or people close to retirement. This fund aims to provide a rising income and ensure investors’ wealth lasts a lifetime.
Key benefits
- Choice of six different retirement dates – so your client can make one investment decision
- Provides investment diversification throughout an investor’s life
- Offers dynamic asset allocation and sustainable retirement income
- Clients can take income through our Regular Withdrawal Facility or our 4% distributing share class
- No need to disinvest funds at retirement
- Managed by Fidelity’s Investment Strategies Group, led by Richard Skelt
A choice of wrappers
FundsNetworkTM, the UK’s leading platform, offers you a wide choice of tax wrappers, including ISAs, PEPs, mutual funds and SIPPs. You can access Fidelity’s new Retirement Funds through all these options.
Retirement research
Some recent findings:
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People are on track to replace just 42% of their pre-retirement income
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There’s a 50% chance that one member of a 65-year old couple will live to 93
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Retirees need equities throughout retirement
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Withdrawal rates of around 4% can help retirement savings last a lifetime
More information
Find out more about our new retirement funds.
Call BrokerLine on: 0800 358 4799
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