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Invest@Work with Fidelity

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

Fidelity service fee

Our pricing has no hidden fees and charges, so you know exactly what you pay for and when you pay it.

We believe in giving you great value. We provide the Platform and a vast range of investment choices through which you can grow your savings. And did we mention we also provide award winning guidance, on-the-go access and support with investing included with it? For this we charge an annual service fee, payable monthly, based on the value of all of your personal investments.

Total value of investments Annual service fee
Between £0 - £250,000 0.35%
More than £250,000* 0.20%

*No further service fee is charged for investments held above £1 million

Investment charges set by the company managing your fund

Funds

Ongoing fund charges start from 0.06%. Please note that some funds have:

  • a bid-offer spread, which is effectively a charge applied when you buy or sell
  • a performance fee
  • a fund manager buy or sell charge.

We’ve negotiated reduced ongoing charges on hundreds of funds on our platform. When doing research, we recommend checking the investment's factsheet for more information on investment charges as they can differ between funds.

Shares

There is a £1.50 charge made for contributions made through a regular savings plan and dividend reinvestments.

This will be deducted from the amount invested or can be raised through a sale.

To see all the share dealing charges in more detail, please read the Doing Business with Fidelity document.

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.