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Invest@Work with Fidelity and receive a special discount

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. Tax treatment depends on individual 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.

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Why invest with Fidelity?

Everyone has a need to save and invest for a better future. We're one of the UK’s leading investment companies, and we offer ISAs, Investment Accounts, SIPPs and junior accounts to help you do that. That’s why your employer has teamed up with us to bring you a special discount on our services.

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Special discount

Once you've opened your account, ask your employer for your employer code and enter it in to get your special discount on our standard service fee.

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Expert guidance

Market views and insights, regular email subscriptions and planning tools to help you on your way.

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A wide investment choice

Thousands of investment options to choose from including: funds, shares, investment trusts and ETFs to help you reach your financial goals.

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Here to help you

Our UK and Ireland based call centres are open six days a week. You can contact our New Business team on 0800 368 0890.

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Transfer investments to Fidelity

When you transfer to us, we'll cover up to £500 of any exit fees you may incur from your current provider(s).

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Low fees

Our service fee includes award-winning guidance, investing support and on-the-go access.

If your company pension is with Fidelity, you can manage this alongside any ISAs, Investment Accounts or SIPPs you have.

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Discounted service fees

Sign up with Invest@Work through your employer and take advantage of a reduced 0.30% service fee (usually 0.35%).

Our service fee covers everything we offer. This includes our guidance tools, news and insights from industry experts, and our secure, easy-to-use investing platform.

See how to register Terms and Conditions apply

Get started in three easy steps

Already have a Fidelity Personal Investing account? To set up your discount, all you need to do is follow the instructions in step 3 to enter your employer code.  Log in now

1 Open an account

Select from a choice of an ISA, SIPP and/or general investment account, as well as junior accounts for children.

2 Decide how you want to invest

Choose your investments from over 4,000 options, including funds, shares and investment trusts, or get some ideas from our experts based on your experience.

3 Register for your discount

Setting up your discount is simple - see instructions in the link below - ask your employer for your employer code, enter it in, and you're done.

Need more information?

Learn about investing

Our guidance and tools page can help teach you investing basics, the principles of good investing, and show you helpful tools, calculators and guides to plan your investment.

Learn about our services

Whether you’re looking for a few fund ideas, to see our experts' picks or to browse a full suite of options and opportunities, we have something to suit your needs.

Risks and things to consider

  • A SIPP is not an alternative to your workplace pension.
  • Investing in funds or the stock market opens the opportunity for making your money work harder, but the value of investments can go down as well as up, so you might get back less than you invest.
  • Remember that while cash may be vulnerable to the effects of inflation, it is secure, unlike funds or the stock market.
  • Investing tends to work better over the longer term (through the ups and downs of markets) so investing for 5 years and over improves your chances of better returns, although this isn't guaranteed.

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