Fidelity launches retirement 'signpost' service ahead of pension freedoms

clock

Fidelity Worldwide Investment has launched an at-retirement service ahead of the deadline for implementing the new flexibilities for defined contribution (DC) members next April.

Targeted at advisers, employers and individuals, the service will signpost users to a variety of retirement income options, including whole of market annuities, drawdown and income-generating investments. Users will be able to navigate their way through the various at-retirement choices via online tools like guidelines, checklists and videos, and will be able to create their own income plan. The service offers additional support over the phone and includes the Fidelity safety net check, which reviews users' choices to ensure they do not make decisions that could be detrimental to the...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Retirement

Partner Insight: The psychology of retirement

Partner Insight: The psychology of retirement

Bridging the advisers-clients gap: How emotional intelligence can help build deeper trust with clients and better understand their financial goals

James Woodfall, Raise Your El.
clock 15 September 2025 • 1 min read
Managing drawdown risk: A new frontier in retirement planning

Managing drawdown risk: A new frontier in retirement planning

'Volatility alone is no longer a sufficient risk measure'

Matthew Wright
clock 29 August 2025 • 4 min read
Sounding the alarm: Facing the retirement reality check

Sounding the alarm: Facing the retirement reality check

'At the heart of the issue is a worrying lack of engagement'

Laith Khalaf
clock 17 June 2025 • 3 min read