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Shares

Shares

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Pensions & retirement

Pensions & retirement

Pensions & retirement Overview
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Guiding you to a better financial future

Lean on us. We're happy to help.

Important information - please keep in mind the value of investments can go down as well as up, so you may get back less than you invest. Tax treatment depends on individual circumstances and all tax rules may change in the future. You can't normally access money in a pension until age 55 (57 from 2028). 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.

We can point you in the right direction

We know what people's workplace shares, savings and investments mean to them. They have the potential to make a meaningful difference to people's lives and help shape their financial future. So, we're here to help make sure you've got the support you need to invest with confidence.

Invest with confidence

Help with choosing investments

If you want to spread your risk, you could consider holding a mix of investments alongside your company shares. Our online tools can help you invest your money.

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You can choose from three times a week, weekly and quarterly emails to make sure you keep up to date with the latest markets, personal finance and investing ideas.

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Join our most engaged customers and listen to our weekly podcast that covers what matters most to investors.

Tools and support

Stocks and Shares ISA calculator

See how investing in a Stocks and Shares ISA can help you grow your savings over time. It's tax-efficient too.

Retirement calculators

These handy tools can help you see if you're on track for your dream retirement and what income you can take when you get there.

Retirement support

We’ll help you understand your retirement income options, answer your questions and offer access to specialists who can offer free guidance or paid-for advice.

How-to guides

Our guides cover a broad range of topics - from opening an account to how to buy, sell and switch your investments.

Contact us

Already have an account with us? Our UK and Ireland-based teams are on hand to answer your questions. You can even drop into our Investor Centre in London for a face-to-face chat.

If you invest over £250,000 with us (including any self-invested personal pensions), you automatically qualify for our Wealth Management Service. As a member, you'll receive personalised guidance from your dedicated relationship manager and a variety of benefits. These include reduced service fees, exclusive events, portfolio reports and reviews. We also extend these benefits to family members who invest with us.

Policies and important information
 

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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.

This website is issued by Financial Administration Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FCA Register number 122169) and registered in England and Wales under company number 1629709 whose registered address is Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP.

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