- What you should be thinking about in the run up to retirement
- Taking tax-free cash
- Guidance on investment strategies
- Benefits of pension consolidation
- Income options at retirement
- Pension facts, tax rules and allowances
- Practical pointers and answers to your questions
Fidelity Investor Centre - temporary closure
The health and safety of our customers and employees is our utmost priority. Following the latest government guidance, we have decided to temporarily close Fidelity’s Investor Centre at 111 Cannon Street, opposite Cannon Street station, and we will not accept walk-ins or hold customer meetings at this building. Furthermore, we are deferring all events involving customers at this time.
Please note, this does not affect Fidelity’s London office at 4 Cannon Street or our service centre.
All other operational and customer servicing activities will continue as normal and we are taking several precautions to make sure we are able to service customers with limited disruption. If you are a Fidelity Wealth customer, your Wealth Relationship Manager and the team will be available to meet your requirements via email, telephone and secure message.
When we are open again, you can speak to us about
Investing with Fidelity
If you need help with investing we can talk to you about your options. Whether you want information about our ISA and the Fidelity SIPP (self-invested-personal-pension) or you want to meet with one of our retirement advisors face-to-face, we can help.
Pop in if you need help with general account queries including opening an account with Fidelity, completing or dropping off application forms, taking copies of documents or help with legal documents such as Power of Attorney.
Ask for a free retirement consultation
Deciding when and how to access your pension can be a big decision. Our team can help guide you through that decision. At our Investor Centre we can provide guidance on:
The Government offers a free and impartial guidance service to help you understand your options at retirement. This is available via the web, telephone or face-to-face through government approved organisations, such as The Pensions Advisory Service and the Citizens Advice Bureau. You can find out more by going to pensionwise.gov.uk or by calling Pension Wise on 0800 138 3944.
Thinking of investing with Fidelity?
If you’re new to Fidelity we’d be delighted to talk to you about bringing your investments over to us. Call our new business team on 0800 368 6818 who can arrange a call with one of our investment specialists.
If you’re an existing customer, please contact our UK and Ireland-based customer services team on 0333 300 3350 who will be able to help you regarding your account.
If the value of your investments takes the total you invest with us to over £250,000, you’ll automatically qualify for our Fidelity Wealth service benefits, including your own Relationship Manager and a lower service fee of just 0.2% (compared to Fidelity’s standard service fee of 0.35%). Ongoing fund charges still apply.
The value of investments can go down as well as up so you may get back less than you invest. Withdrawals from a pension product will not normally be possible until you reach age 55. This information is 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 or refer to an authorised financial adviser.
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