Transfer your SIPPs

Bring your SIPPs (Self-Invested Personal Pensions) to Fidelity and manage your entire portfolio quickly and easily in one place.

Our straightforward process makes it easy to bring your investments together. Just tell us where your SIPPs are and we’ll take care of the rest, keeping you informed every step of the way. Once transferred they’ll be held alongside any ISAs and other investments you have with us (or want to transfer to us), so you can keep track of your investments, and plan for your future, with ease.

How to transfer your SIPP to Fidelity

How do I transfer my SIPP?
Can I transfer if I have taken retirement benefits from my SIPP?
How long does it take?
Will you help pay my exit fees?
Is there a minimum transfer value?
What types of pension can I transfer?
Can I transfer a defined benefit (final salary) pension scheme to Fidelity?
What are safeguarded benefits?

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 suggest that you seek advice from an authorised financial adviser.

The value of investments can fall as well as rise, so you may get back less than you invest. This information is not a personal recommendation for any particular product, service or course of action. If you are in any doubt whether or not a pension transfer is suitable for your circumstances we strongly suggest that you seek advice from an authorised financial adviser.

Remember, you won’t normally be able to access money invested in a SIPP until the age of 55.