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Personal finance
Make the most of your money with the latest tips and insights from our personal finance experts.
Important information: The value of investments can go down as well as up so you may get back less than you invest. Investors should note that the views expressed may no longer be current and may have already been acted upon. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Personal finance
5 tax hacks: how to make financial gifts without a big tax bill
The tax savvy guide to gifting
Becks Nunn Fidelity International - 12 Mar 2025
How might the government change Cash ISAs?
Changes to Cash ISAs have been shelved for now
Ed Monk Fidelity International - 12 Mar 2025
Six habits of successful investors (and how to form them)
Key behaviours that might help you become a better investor
Andrew Oxlade Fidelity International - 10 Mar 2025
Retired 10 years ago with £100k - how much is left?
How the first to retire under ‘pension freedoms’ have fared
Ed Monk Fidelity International - 06 Mar 2025
Retirement plan checklist: 2 years from retirement
Make the most of your tax-efficient pensions and ISA savings
Emma Simon Investment writer - 04 Mar 2025
Mind the gap: women face £97k pension shortfall
Practical tips to help close the gender pension gap
Becks Nunn Fidelity International - 03 Mar 2025
The 4% rule: the basics
A widely used pension drawdown method
Becks Nunn Fidelity International - 25 Feb 2025
Why I'm not ready to de-risk my pension pot
How to safeguard your retirement savings
Tom Stevenson Fidelity International - 21 Feb 2025
Triple Lock: what will the State Pension be in the future?
Are future increases to pensioner payments under threat?
Ed Monk Fidelity International - 21 Feb 2025
Retirement plan checklist: 5 years from retirement
Make the most of your tax-efficient pensions and ISA savings
Emma Simon Investment writer - 20 Feb 2025
How maxing out a Junior ISA can turn into a £243,561 nest egg
Harness the power of a Junior ISA for your child
Becks Nunn Fidelity International - 18 Feb 2025
The hidden 60% tax rate – and how to avoid it
The magic of pension contributions...
Richard Evans Fidelity International - 14 Feb 2025
4 retirement super trends for the decade ahead
The latest trends and where they could take us
Andrew Oxlade Fidelity International - 04 Feb 2025
Retirement plan checklist: 10 years from retirement
A step-by-step checklist to stay on track
Emma Simon Investment writer - 30 Jan 2025
6 money habits that could be a sign of emotional problems
We spoke to a financial psychotherapist
Ed Monk Fidelity International - 29 Jan 2025
8 steps to ‘permanently’ fix your finances
Our quick-route plan for time-poor people
Andrew Oxlade Fidelity International - 24 Jan 2025
Annuity rates in 2025: will UK gilt turmoil boost retirement income?
Unrest in markets can result in higher annuity income
Ed Monk Fidelity International - 22 Jan 2025
5 expert portfolio tips for 2025
Portfolio-shaping hacks from one of our Wealth Managers
Becks Nunn Fidelity International - 13 Jan 2025
We’re here for you - extra support if you need it
Life happens to everyone
Jo Lewis Fidelity International - 13 Jan 2025
Is 2025 a good year to retire?
What conditions face those hoping to leave work in 2025?
Ed Monk Fidelity International - 09 Jan 2025
3 tax quirks that could see your IHT bill soar
IHT rules can lead to wildly different outcomes from similar circumstances
Ed Monk Fidelity International - 08 Jan 2025
Don’t miss these critical 2025 financial deadlines
Key dates for your diary
Becks Nunn Fidelity International - 08 Jan 2025
How to invest a £1k, £20k or £100k inheritance
3 ways to invest an inheritance
Becks Nunn Fidelity International - 17 Dec 2024
What income might I get from a £250,000 pension?
And how can I plan now to get there?
Ed Monk Fidelity International - 16 Dec 2024
Financial traps people fall into over the years
Avoid these common money mistakes
Emma Simon Investment writer - 13 Dec 2024
What does a £1m pension pot buy?
How to make your pension savings last
Becks Nunn Fidelity International - 10 Dec 2024
How to trace old pensions
Is there a forgotten pot out there with your name on it?
Ed Monk Fidelity International - 06 Dec 2024
Six months ago I put half my pension in cash. Did I do the right thing?
It’s time to take stock of that decision
Richard Evans Fidelity International - 05 Dec 2024
IHT on pensions to push wealthy families into 80% plus tax
Extra risk of estates passing key £2m limit
Ed Monk Fidelity International - 29 Nov 2024
Savings rates in 2025: what’s the best home for your cash?
Will cash interest deliver for savers?
Ed Monk Fidelity International - 22 Nov 2024
What is financial wellness?
The four pillars to financial health
Becks Nunn Fidelity International - 21 Nov 2024
5 money mistakes people make in their 20s
Financial traps to avoid
Emma Simon Investment writer - 20 Nov 2024
Is it still worth putting money in Premium Bonds?
The prizes offered by Premium Bonds have been cut again
Ed Monk Fidelity International - 18 Nov 2024
Q&A: the new ‘double tax’ on inherited pensions
Tax changes due in 2027 could upend retirement plans
Ed Monk Fidelity International - 15 Nov 2024
Generate your retirement income the Warren Buffett way
What does the world’s most famous investor say?
Richard Evans Fidelity International - 14 Nov 2024
5 money mistakes people make in their 30s
Financial traps to avoid
Emma Simon Investment writer - 05 Nov 2024
Financial scams are on the rise. Don’t be a victim
Know how to spot an impersonation scam and what to do
Katie Beecroft Risk and Security, Fidelity International - 05 Nov 2024
Autumn Budget 2024 - what it means for you and your money
No surprises from Rachel Reeves’s tax-spend-and-borrow Budget
Tom Stevenson Fidelity International - 30 Oct 2024
Autumn Budget: the winners and losers
What the Budget could mean for you
Richard Evans Fidelity International - 30 Oct 2024
Autumn Budget: how Labour might change employers’ NI contributions
What this could mean for your pay and your pension
Emma Simon Investment writer - 24 Oct 2024
10 things to look out for in the Autumn Budget
What the Budget could mean for you and your money
Emma Simon Investment writer - 24 Oct 2024
Autumn Budget: how Labour might change pensions
The most talked about reforms - will any of them happen?
Ed Monk Fidelity International - 23 Oct 2024
Autumn Budget: how Labour might change IHT
A look at the potential changes and how to protect yourself
Emma Simon Investment writer - 23 Oct 2024
Autumn Budget: how Labour might change ISAs and the dividend tax
No commitment in manifesto to leave tax breaks untouched
Richard Evans Fidelity International - 23 Oct 2024
Autumn Budget: how Labour might change CGT
All you need to know about Capital Gains Tax
Emma Simon Investment writer - 23 Oct 2024
540 pay cheques: my number one money lesson
Get richer every time you get paid
Ed Monk Fidelity International - 23 Oct 2024
Autumn Budget: how Labour could end the 60% tax band and its cliff edges
One simple change that could make the tax system rational again
Richard Evans Fidelity International - 22 Oct 2024
5 money mistakes people make in their 40s
Growing families and bigger mortgages will stretch most people’s budgets
Emma Simon Investment writer - 17 Oct 2024
What does it take to build a £1 million pension?
Becoming a pension ‘millionaire’ is a target for many
Ed Monk Fidelity International - 16 Oct 2024
How the Autumn Budget may change the appeal of annuities
Create your own ‘final salary lite’ pension
Andrew Oxlade Fidelity International - 16 Oct 2024
Menopause: the ‘hidden tax’ on your pension
How the menopause can affect your earnings and your pension
Becks Nunn Fidelity International - 15 Oct 2024
Can you get 5% interest on cash savings - and for how long?
What markets are telling us about the path for cash savings rates
Ed Monk Fidelity International - 10 Oct 2024
The ADHD tax: paying the price of neurodiversity
ADHD Awareness Month
Eleanor de Bruin Fidelity International - 09 Oct 2024
3 options for taking pension tax-free cash
Savers may not appreciate how much flexibility they have with pension lump sums
Richard Evans Fidelity International - 08 Oct 2024
Autumn Budget: will AIM shares lose their inheritance tax break?
What the Autumn Budget could mean for investors in AIM stocks
Richard Evans Fidelity International - 08 Oct 2024
6 emotional traps that even the financially savvy fall into
How is your relationship with money?
Vicky Reynal Financial Psychotherapist - 03 Oct 2024
My Caribbean roots, money and me
Investing doesn’t discriminate - harness its power
Nakhalar Sterling Fidelity International - 01 Oct 2024
I changed my plans after trying this pension calculator
Revisiting my long-term saving targets was a shock
Ed Monk Fidelity International - 26 Sep 2024
5 money mistakes people make in their 50s
Financial traps to avoid
Emma Simon Investment writer - 20 Sep 2024
5 pension myths you need to avoid
How to plan for a better financial future
Ed Monk Fidelity International - 09 Sep 2024
What the end of NS&I 6.2% bond tells us about cash savings
Thousands of savers will be looking for a new home for their money
Ed Monk Fidelity International - 06 Sep 2024
The unintended consequences of fiddling around with taxes
Chancellor has painted herself into a corner ahead of the Budget
Tom Stevenson Fidelity International - 05 Sep 2024
The retirement-funding hack every woman should know
Be a tortoise, not a hare
Erica Prendeville Fidelity International - 04 Sep 2024
Will Labour change the State Pension age?
Why official pension ages may change again
Andrew Oxlade Fidelity International - 21 Aug 2024
Are women gaining more financial independence?
5 practical steps to greater money confidence
Erica Prendeville Fidelity International - 19 Aug 2024
The menopause, your pension and you
How the menopause is short-changing women’s pensions
Becks Nunn Fidelity International - 16 Aug 2024
5 money mistakes people make in their 60s
Financial traps to avoid
Emma Simon Investment writer - 16 Aug 2024
Saving for university: building a fund for your child
How best to help with university costs?
Ed Monk Fidelity International - 14 Aug 2024
Eight questions before you take tax-free cash from your pension
Be sure not to make a lasting mistake with your retirement cash
Ed Monk Fidelity International - 31 Jul 2024
Is it harder to fund retirement than it used to be?
Today’s pensions regime compared to those of the past
Ed Monk Fidelity International - 26 Jul 2024
Could this ‘CHILL’ hack slice £80k from your pension target?
The simple way to improve your retirement savings scenarios
Andrew Oxlade Fidelity International - 19 Jul 2024
Labour's possible pension changes - what chance they happen?
The coming months could tell us much about the government’s plans
Ed Monk Fidelity International - 11 Jul 2024
Why a SIPP can make sense at older ages
A pension can give you extra flexibility even in retirement
Ed Monk Fidelity International - 10 Jul 2024
Labour and you: what the election means for your finances
Tom’s take on the election
Tom Stevenson Fidelity International - 05 Jul 2024
IHT election stalemate: 8 exemptions to cut an inheritance tax bill
Which gifts to family will avoid the IHT trap?
Ed Monk Fidelity International - 21 Jun 2024
General Election: party manifesto tax plans compared
What the tax proposals could mean for you
Richard Evans Fidelity International - 20 Jun 2024
Election manifestos compared: your at-a-glance guide
Tom Stevenson compares the politicians’ pitches
Tom Stevenson Fidelity International - 14 Jun 2024
45 and no pension? My plan to build a £100k-plus retirement fund
Zero to £100k - and it may be easier than you think
Ed Monk Fidelity International - 07 Jun 2024
The ‘£287,560’ cost of matching the State Pension
We explain Triple Lock Plus - and the real value of your pension
Ed Monk Fidelity International - 31 May 2024
5 money mistakes people make in their 70s
Embracing new financial strategies as we get older
Emma-Lou Montgomery Fidelity International - 29 May 2024
Election countdown: Pension, ISAs and IHT news to watch
6 crucial money issues
Andrew Oxlade Fidelity International - 24 May 2024
5 popular investment rules put to the test
Do these common rules really work?
Emma-Lou Montgomery Fidelity International - 23 May 2024
Inflation drop: what it means for rates, ISA funds and savings
Hopes for a rate cut in June are in the balance
Andrew Oxlade Fidelity International - 22 May 2024
Retire early? Forget ‘FIRE’ and follow ‘CHILL’
Financial independence at all costs may not be worth it
Andrew Oxlade Fidelity International - 16 May 2024
Let’s talk about money and mental health
Throwing a light on mental health and our finances
Becks Nunn Fidelity International - 14 May 2024
Should I pay off my mortgage when interest rates are high?
The pros and cons to being mortgage-free
Becks Nunn Fidelity International - 13 May 2024
Why I've changed half the investments in my pension
Am I being too risk-averse?
Richard Evans Fidelity International - 10 May 2024
I’m 25 with a 13.2% chance of living to 100: what do I do?
Why I’m preparing for the ‘phased retirement’ revolution
Nafeesa Zaman Fidelity International - 09 May 2024
The 3 new “lump sum” pension allowances you need to know about
What the scrapping of the old lifetime allowance means for you
Emma-Lou Montgomery Fidelity International - 26 Apr 2024
I ‘X-Rayed’ my portfolio - this is what I’m changing
Cutting cost and shifting my asset mix is the aim
Ed Monk Fidelity International - 19 Apr 2024
Why there’s a 3 in 4 chance you’ll need later life care
Being armed with the statistics will leave you better prepared for the costs
Emma-Lou Montgomery Fidelity International - 11 Apr 2024
How tax on savings and gains changes this month
A family of four could shelter up to £185,200 from tax
Ed Monk Fidelity International - 10 Apr 2024
New tax year, new you: 7 resolutions from our experts
Become a smarter investor with our experts’ pearls of wisdom
Nafeesa Zaman Fidelity International - 04 Apr 2024
Where next for cash?
How interest rates affect savers and cash options
Becks Nunn Fidelity International - 03 Apr 2024
25 years of ISAs: some of my worst mistakes
Lessons learned from 25 years of ISA investing
Andrew Oxlade Fidelity International - 03 Apr 2024
25 years of ISAs: what we have learned
How investors have fared since 1999
Tom Stevenson Fidelity International - 28 Mar 2024
ISA or SIPP: the numbers you need to know
Knowing where to save tax-efficiently isn’t always obvious
Ed Monk Fidelity International - 22 Mar 2024
What happens to my money when I die?
Be in the know to ensure your pensions and investments go to who you want them to
Emma-Lou Montgomery Fidelity International - 20 Mar 2024
The ‘100-year life’: My plan for a ‘37-year’ retirement
I’m 50 with a one in ten chance of reaching 97
Andrew Oxlade Fidelity International - 23 Feb 2024
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Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund.
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