My Pension

Whether you're planning for retirement or reviewing your existing pension, our pension hub brings together helpful guides, practical tools and fund information in one place. Explore articles, calculators and fund details to help you better understand your pension options.

The information on this page is relevant to all pension customers. If your pension was previously with Fidelity, you'll find additional information specific to your pension plan here.

Pension Guides

Explore our pension guides for clear, straightforward information on pensions, retirement planning and the topics that matter most to your future.

View all pension guides here.

Understanding investments

Whether you're planning for retirement, saving for a future goal or looking to grow your money over the longer term, investing can provide opportunities for growth.

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Planning for retirement

As you get closer to retirement, you may start thinking about when to take your pension, how much you might need, and what your income could look like in the years ahead.

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Managing tax on your pension

The way pension benefits are accessed can affect how much tax is paid. Understanding how pension income is taxed can help you make informed decisions about accessing your benefits.

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Pensions when you die

Thinking about what happens after we’re gone isn’t always easy. But taking a little time to understand what happens to your pension can help give you peace of mind and make sure the people you care about are looked after.

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Thinking of retiring earlier or later?

Changing when you retire will affect your pension savings, retirement income, tax position and future plans. Whether you're thinking about retiring sooner or working for longer, it's worth understanding how a different retirement date could affect you.

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Why review your retirement date?

Life doesn't stand still, and your retirement plans may change over time. Taking a moment to review your retirement date can help you check whether it still reflects your finances, personal circumstances, retirement needs and goals.

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Pension Tools

Explore our pension tools to help you understand your retirement savings and find useful information about planning for the future.

Retirement savings tool

Check out the lifestyle you could have in retirement. This tool gives general guidance to help with your retirement planning.

Retirement savings tool

Retirement guidance tool

Tell us a little bit about your current situation and retirement plans to see illustrative outcomes showing you how you could take your pension and how long it might last.

Retirement guidance tool

Ex-Fidelity pension customers

If your pension policy has transferred from Fidelity to Scottish Friendly, you'll find everything you need here.

Ex-Fidelity pension

Pension fund prices

See the latest fund prices for pensions and our other products.

Pension funds

Help & Support

Find answers, guidance and ways to get in touch if you need additional support.

Help & support

Pension Scams

Valuable information to help you recognise the warning signs, giving you the knowledge to spot and avoid these scams.

Pension scams

Get in touch

Our Glasgow-based Customer Service team is available to help you. Whatever your query, we'll provide a friendly greeting and our best customer care.

Ex-Fidelity pension customers

For queries relating to your transferred Fidelity pension:

Phone (UK) - 0333 052 7214
Phone (Outside of the UK) - +44 333 052 7214
Email - [email protected]
Write - Scottish Friendly Assurance Society Ltd, Galbraith House, 16 Blythswood Square, Glasgow, G2 4HJ
Contact form - Send us a message by completing our online contact form.