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Invest@Work FAQs

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.

What is Invest@Work?
Where can I invest my money and how do I choose my investments?
How do I know which account is right for me?
Who can I contact if I need help?
I've already got a Stocks and Shares ISA/Investment Account with Fidelity. Can I still open an account through Invest@Work?
How can I provide reporting to my employer?
What information do I need to get started?
What is the minimum amount needed to get started?
Why do I need to register and set up a new account?
Will I be able to see my pension if I set up an Invest@Work account?
Can I move investments in a Stocks and Shares ISA or Investment Account held elsewhere into my Fidelity account?
When do I need to have my account set up to include this month's payroll?
Do I need to provide any confirmation of identity or other documentation?
Can I stop, or make other changes to my contributions?
Can I open both a Stocks and Shares ISA and Investment Account?
Do you offer ongoing guidance?
How do I apply?
What happens if I leave employment?
Can I invest for my spouse?
Can I arrange a separate regular savings plan into my account outside of the Invest@Work scheme?
What documents will I receive from Fidelity?
I already have an account with Fidelity through my financial adviser. Can I use this account to register for the Invest@Work scheme?
Can I link a financial intermediary or adviser to my account?
Can I top up my account in addition to the contribution taken from my salary?
I have an existing regular savings plan with Fidelity. What will happen to that?
What information will you share with my employer?
When will my money be paid into my account?

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.