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Offers and more to help your money go further

Important information - please keep in mind that the value of investments can go down as well as up, so you may get back less than you invest. Withdrawals from a Junior SIPP will not normally be possible until the child reaches age 55 (57 from 2028) and from a Junior ISA until the child reaches age 18. Tax treatment depends on individual circumstances and all tax rules may change in the future. 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 one of Fidelity's advisers or an authorised financial adviser of your choice.


Cashback when you transfer your pensions to us

Bringing your pensions together into Fidelity’s Self-Invested Personal Pension (SIPP) could help you take control and get your money working harder. Plus, get £150 to £1,500 cashback if you apply to transfer by 21 October 2024 - as a thank you from us. Exclusions, T&Cs apply.

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Want to move to us? We also cover up to £500 exit fees

When you move your investments to us, we’ll pay any exit fees that your former provider(s) may charge you, up to the value of £500 per customer. Exclusions, T&Cs apply.

Simply give us details of the account you want to transfer and we’ll do the rest.

Explore moving to Fidelity

Refer a friend and we’ll reward you both

Recommend our Stocks and Shares ISA to a friend and we’ll send you both a £100 Gift Card to say thank you when they open an account online. 

To benefit from this offer, your friend must invest at least £5,000. Exclusions, T&Cs apply.

Refer a friend

No service fee when you invest for your child’s future

Investing just a small amount now on behalf of a child can help then give them a financial head start in life. That’s why we don’t charge service fees on our tax-efficient Junior ISA and Junior Self-Invested Personal Pension. 

To note, other charges will still apply, depending on which investments you choose.

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Quarterly subscription to Investment Outlook

Each quarter, our Investment Director, Tom Stevenson takes the temperature of global markets and explores the big themes and opportunities to help you make the most of opportunities. 

Don’t miss out. Give us your permission to share our expert views and latest updates straight to your inbox.

Get expert insights

Your own Relationship Manager and reduced service fee

If you invest over £250,000 with us – or use our ongoing advice service - you automatically qualify for additional Wealth Management service benefits. 

These include a reduced service fee (on non-advised assets) and a Relationship Manager who’ll work closely with you to meet your goals, plus more!

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Regular Savings Plan discounts

Investing little and often with a Regular Savings Plan (RSP) can make a big difference to the size of your savings pot over time. Set up an RSP and you’ll get a reduced service fee* and discounted online share dealing. 

*applies to RSP accounts with under £25,000 invested and excludes junior accounts in which all customers benefit from zero service fee. 

Benefits of regular saving

Speak to a retirement specialist

As you approach retirement our specialists are here to help you understand your options and answer your questions - from income planning and pension regulations to tax allowances and implications. 

This service is available to Fidelity SIPP customers, or if you’re thinking about moving your pension to us. 

Get in touch

Why invest with us

At Fidelity, we put our customers first. We’ve been around for over 50 years, helping over 1.6 million UK customers build better financial futures. We do this by providing the services, guidance and support our customers need to help them make the most of their money.

Source: Fidelity, as at 31.03.24