Financial Wellness
Watch our short animated video for some tips as to how to improve your financial wellbeing. Then check your financial health and get your financial wellness score using our tool.
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Welcome to the Workday Retirement Savings Plan
See how your pension works and manage your long term savings.
With simple navigation to tools and guides, on demand videos, FAQ’s for our most asked questions, and where to find further information, this Information Hub has been designed to help you:
- Plan ahead for your future retirement, even if it’s a long way off
- Access your Workday Retirement Savings Plan account, so you can manage your pension savings
Important information - The performance of your pension savings plan 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. Should your plan have particular tax features, these will depend on your personal circumstances and all pension and tax rules may change in the future.
This website does not contain any personal recommendations for a particular course of action, service or product. If you are unsure of the right approach for you personally, 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.
You should regularly review your retirement objectives and choices and, if you are unsure whether the investments in your Plan are suitable for you, you should contact an authorised financial adviser. Please read You Investment Choices Guide in PlanViewer which contains important information about your plan investments, charges and risks.
Interactive tools
We can help you work out how healthy your finances are today and how much you should be saving for tomorrow.
Tools & Calculators
Northstar
Northstar is an unaffiliated third party to Fidelity. Fidelity bears no responsibility for the information shared in the links below.
Northstar is Workday’s holistic financial wellness partner, providing you with unlimited access to Certified Financial Advisors and personal financial tools to help you make the most of your money at no cost.
Learn more about Northstar and get answers to your most-asked questions.
Invest@Work
To help with your savings, Workday has also teamed up with Fidelity to offer you Invest@Work, which enables you to benefit from a discounted Fidelity Personal Investing service fee when using the discount code: WORK01
Watch our short video, read the Workday Employee Guide and visit our website to find out more and get started.