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Fidelity – Fidelity Retirement Fund 2035

Fidelity

Fidelity Retirement Fund 2035

Type: Oeic fund of funds

Aim: Growth by investing in a portfolio of equities, bonds, property securities and commodities mainly through Fidelity funds

Minimum investment: Lump sum 1,000, monthly 50

Investment split: 100% in equities, bonds, property securities and commodities mainly through Fidelity funds

Isa link: Yes

Pep transfers: Yes

Charges: Initial 3.5%, annual 1.5% reducing to 1.25% five years before target date

Commission: Initial 3%, renewal 0.5%

Tel: 0800 414181

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(Another) downhill stroll — retirement planning

A report published this morning by the CIPD (CIPD Employee Outlook March 2015) provides yet more interesting data to the changing landscape of retirement planning. It should be remembered that we are in a period of genuine flux here given that the default retirement age was scrapped three years ago, and new pension freedoms come online in April. Both of these alterations will have a huge impact on how employees plan for their retirement.

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