Financial Wellness
Don't worry if you missed the recent financial wellness webinar. You can watch the 30 minute session here.
Welcome to your Direct Line Group Personal Pension Plan
See how your pension works and manage your long term savings.
Login to PlanviewerImportant information - please keep in mind that the value of investments can fall as well as rise. This information is not a personal recommendation for any particular investment or action. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The minimum age you can normally access your pension savings is currently 55, and is due to rise to 57 on 6 April 2028, unless you have a lower protected pension age.
Get your financial wellness score
Get your Fidelity Financial Wellness score for each of the four key components: budgeting, debt, savings and protection, in just a few minutes.
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Budgeting
You can use the following interactive budget sheet to understand exactly what you're spending each month.
Budget sheet See further articles with tips and guidelines to help with putting together your money plan.The gender pensions gap
Learn about the gender pensions gap and find out more about how you can unlock your financial power with this on demand webinar. You can also find out more here.
The disproportionate impact of Covid-19 on the finances of women
Watch our short video on the disproportionate impact the Coronavirus pandemic has had on women's finances (which is also referred to in the gender pensions gap webinar video).
If you have concerns about the impact the Coronavirus pandemic has had on your pension, you can find our support on our dedicated webpage here.