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Welcome to Invest@Work with Fidelity

Helping you take control of your financial future with a Stocks and Shares ISA or Investment Account

You might be thinking about putting money aside for your children, saving to pay off the mortgage or building up an extra pot for retirement – or something else entirely.

Whatever your aims, Invest@Work can help, as you can open an ISA, an Investment Account or both – and they are really easy to contribute to. This is because your employer makes the investments for you straight from your salary before it goes into your bank account.

You can save from as little as £50 a month and choose from our full investment range, which has funds from a number of different companies, shares, investment trusts and exchange-traded funds.

The hardest part of investing is deciding what to invest in, so whether you are a novice or a seasoned investor we have lots of free online tools to support you during sign up, including fund ideas from our experts.

During the sign up process, we are obliged to carry out anti-money laundering checks. If we require further checks after you initial application, you will need to download, print and send back the forms along with the relevant documents to Fidelity before you can start investing.

Get started by following the steps below:

  • Link your account using a code provided by your employer
  • Open an account and choose from a Stocks and Shares ISA or an Investment Account
  • Choose your investments with the help of our guidance tools.

Stocks and Shares ISA

Invest your ISA allowance, in a tax efficient way, as a series of regular payments

Investment Account

Access a wide range of investment opportunities beyond your tax-efficient allowances

Already hold an ISA or Investment Account with Fidelity? Click here to set up savings through your employer directly from your salary

It's important to keep in mind that the value of investments can fall as well as rise, so you may get back less than you invest. Tax treatment depends on individual circumstances and all tax rules may change in the future.

Invest@Work FAQs

What is Invest@Work?
What information do I need to get started?
How can I provide reporting to my employer?
What is the minimum amount needed to get started?
Who can I contact if I need help?

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.