Your workplace savings in the palm of your hand (2024)

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About your workplace pension

About your workplace pension

About your workplace pension Overview

Getting started

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Getting started

Introducing workplace pensions How pensions are invested Auto-enrolment How contributions are made Costs and charges Your pension checklist

Welcome to Fidelity

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Welcome to Fidelity

About Fidelity Governance Sustainable investing Online security Latest news from Fidelity Master Trust

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Grow and manage your pension

Grow and manage your pension

Grow and manage your pension Overview

Saving

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Saving

Starting out Building savings Planning for retirement Maximising your contributions Pension allowances and tax Tools to help you save

Investing

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Investing

Investing basics How pensions are invested Deciding where to invest FutureWise Sustainable investing

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I want to…

Get more help with guides and videos Nominate my beneficiaries Review my retirement age Transfer a pension Check if I'm on track

Accessing your savings

Accessing your savings

Accessing your savings Overview

Retirement planning

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Retirement planning

Flexible retirement planning Investing in retirement Investment Pathways Pension allowances and tax Retirement planning tools

Accessing your pension

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Accessing your pension

Choosing income options Taking tax-free cash Flexible income (drawdown) Guaranteed income for life (annuity) Taking lump sums Leaving it where it is Leaving your employer

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Budget for my retirement Plan my retirement income Withdraw money from my pension Check if I'm on track Contact Fidelity

Your financial wellness

Your financial wellness

Your financial wellness Overview

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Feel good with Fidelity

What is financial wellness? Check your financial health Navigating uncertainty Life Moments Women and Money

Life stages

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Life stages

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Your workplace savings in the palm of your hand (2)

Manage your pension and check your progress with our PlanViewer app.

Instant access to your pension summary and our online resources.

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See what you’ve got in your pension pot, and get a real-time summary of your rate of return and recent activity.

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Make changes to your plan at the touch of a button, and view your past transaction history.

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Financial education can help people to take better control and feel more positive about the future. Our Plan and Learn Hub provides the right information for your life stage.

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Your workplace savings in the palm of your hand (3)

Market leading security

Fidelity have introduced two factor authentication in the account log-in process, both within the app and on our website.

Using Apple and Google’s biometric security developed specifically for iOS and Android, the PlanViewer app is able to provide facial recognition functionality. This means you can benefit from secure log-in that protects your data and ensures personal information is safe.

Your workplace savings in the palm of your hand (4)

Popular links

Popular links
  • How pensions are invested
  • Transfer a pension
  • Withdraw money from my pension
  • Taking tax-free cash
  • Taking lump sums
  • Costs and charges
  • Nominate my beneficiaries
  • Check and update my contact details
  • Review my retirement age

Useful information

Useful information

About Fidelity & support

About Fidelity & support
  • About Fidelity International
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  • Fidelity for Investment Professionals
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This information is not a personal recommendation for any particular investment, you are responsible for deciding whether an investment is suitable for you. In doing so, please remember that past performance is not a guide to future performance, the performance of funds 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 circ*mstances and tax rules may change in the future. 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.

This website is issued by FIL Life Insurance Limited. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales No. 3406905, Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP. Fidelity, Fidelity International, the Fidelity International logo and the F symbol are trademarks of FIL Limited.

© FIL Limited 2024

Your workplace savings in the palm of your hand (2024)
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