Bring your accounts together
Do you have investment accounts in other places? Transfer them to Fidelity so you can manage them easily all in one place. We do the hard work; you get to keep your tax benefits.
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A place to keep your investments
Important information - please remember that the value of investments, can go down as well as up, so you may get back less than you invest. Tax treatment depends on personal circumstances and all tax rules may change in the future. 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. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.
Stocks and Shares ISA
A tax-efficient way to save up to £20,000 this tax year with no tax on income or capital gains on your investments
Personal pension (SIPP)
A great way to save for retirement topped up by the government.
Investment Account
Hold investments outside an ISA or pension, with no limit to how much you can invest.
Important information - It’s important to understand that pension transfers are a complex area and may not be suitable for everyone. Before going ahead with a pension transfer, we strongly recommend that you undertake a full comparison of the benefits, charges and features offered. To find out what else you should consider before transferring, please read our transfer factsheet. If you are in any doubt whether or not a pension transfer is suitable for your circumstances we strongly recommend that you seek advice from a Fidelity adviser or an authorised financial adviser of your choice.
Get help with complex needs
We appreciate your needs may be unique. Our financial advisers can provide a personal financial strategy that includes a combination of accounts tailored for you.
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