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Secure your allowances while you can

Secure your ISA and pension allowances in cash by 5 April 2024 and choose your investments later.

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Important information - please keep in mind the value of investments can go down as well as up, so you may get back less than you invest. Tax treatment depends on individual circumstances and all tax rules may change in the future. You can't normally access money in a pension until age 55 (57 from 2028).

Stocks and Shares ISA

Invest up to £20,000 tax-free, each year into a Stocks and Shares ISA.

Start saving in a SIPP

A Self-Invested Personal Pension is a tax-efficient way to save for your retirement.

Reasons to choose Fidelity

With over 50 years' investing experience, we are trusted by over 1.6 million UK customers.*

*Source: Fidelity, as at 31.12.23

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Tell us your risk preference and we’ll give you a couple of fund options to consider.

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Show me expert picks

Browse a list of our favourite funds, selected by experts.

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Investment Finder

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Use our powerful tool to search and filter the thousands of investments on offer.

Important Information: This information and our guidance tools are not a personal recommendation in respect of a particular investment. If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice. You should regularly reassess the suitability of your investments to ensure they continue to meet your attitude to risk and investment goals.

Could our financial advisers help you?

Here's everything you need to know from service basics to next steps.

Investment ideas for 2024

Investment Director Tom Stevenson shares four funds he’s investing in.

No fee to draw down plus specialist support

So no nasty surprises when accessing your pensions. SIPP fees apply.

Important information - This information and Tom’s picks are not a personal recommendation for any particular product, service or course of action. Pension and retirement planning can be complex, so if you are unsure about the suitability of a pension investment, retirement service or any action you need to take, please contact Fidelity’s retirement service on 0800 368 6882, speak to one of Fidelity’s advisers or contact an authorised financial adviser of your choice.

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