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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

Why Invest?

Over the course of a lifetime, you'll save for a wide variety of things from cars and weddings to houses. It can seem like you need different savings vehicles for each of your goals, but in fact an Investment ISA or Investment Account could fit the bill for all those things. With your retirement savings already in check, you can save even more through Invest@Work.

Step 1 - Affordability

Deciding how much you want to save each month and for how long is the first step – remember you can change this at any time to adapt to any changes in your circumstances. The more you save the better the potential returns but saving little and often may still generate more returns over standard cash investments.

If you were to invest £100 per month for 5 years:

Based on a £6,000 total investment (with total service fees of £63 over the course of 5 years not taking into account investment growth)

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Step 2 - Risk

When it comes to your own portfolio, deciding how much risk you are prepared to take will be the next step in deciding which investments to choose to save into. A higher level of investment risk - usually found in individual equities - often means that the potential for growth is greater, but there’s also a greater possibility that your investment might fall. Cash funds on the other hand; carry lower risk but with that come lower potential returns.

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Our guidance tools, available to you any point once signed up to Invest@Work, guide you to choose the right investment for you whether you’re a novice or seasoned investor.  

Once you’ve decided what and where to save, it’s all about letting time do the work so try not to focus on short-term market fluctuations but on the long-term potential of your investments.

Why Fidelity?

Most people know Fidelity as an investment company. We’re happy with that - after all, it is what we do for a living. But it’s not the thing that matters most to us. Our main aim is to help you integrate the financial with the rest of your life.

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.