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Invest for the future

Cash savings might feel safe, but is your money working as hard as it could be for your future plans?

Take the next step, invest logo

It's important to have some cash set aside for those short-term goals - like saving for an upcoming weekend away - or in case of an emergency. But if you keep too much in cash for too long, rising prices can slowly eat away its value.

Invest for the Future aims to help people explore whether investing could support their longer-term financial goals. And, if it’s right for them, ‘Take the next step. Invest.’ The initiative is supported by HM Treasury, the Financial Conduct Authority and The Money and Pensions Service.

Wherever you’re starting from, we’re here to help with straight-talking guidance, practical tools and expert insights to help you invest with confidence.

Watch our four-minute guide.

Why Fidelity?

1.7 million UK customers

We're trusted with over £40 billion* of our UK customers' savings

Over 50 years' experience

Our decades of experience can support you in achieving your financial goals

Here to help you with

  • Choosing investments - giving you the flexibility to choose what best meets your needs from a wealth of options
  • Excellent customer service - our UK and Ireland-based support is available over the phone and online
  • Guidance, tools and expert insights - helping you feel confident about where to invest your money

Helping you invest with confidence

A UK-wide initiative supported by HM Treasury, the Financial Conduct Authority and The Money and Pensions Service.

Get started with a tax-efficient way to invest


Important: Investing over 5+ years can increase your chances of a better return than cash savings. But, unlike cash, investing isn’t risk-free so you may get back less money than you invest.


People rarely invest just to make money. They invest for what matters to them - whether that’s greater financial security, future plans or other longer-term goals. A Stocks and Shares ISA is a flexible, tax-savvy way to invest for the future.

  • Grow your money free from UK tax, including withdrawals, which you can take at any time.
  • Start in a way that feels manageable - from £25 a month or £1,000 as a lump sum.
  • Make the most of your annual ISA allowance by investing up to £20,000 in the current tax year.

Choosing where to invest your money can be tricky and time consuming. That’s where Easy Invest can help.

It offers a way to invest in a low-cost fund called the Fidelity Index World Fund within our Stocks and Shares ISA. It acts like a ready-made portfolio, giving you a simple way to own a small slice of global markets and spread risk.

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Becks Nunn

Fidelity International

*Source: Fidelity, as at 31.03.26

FAQs

Fidelity is proud to be part of the first UK-wide effort of its kind - Invest for the Future - supported by HM Treasury, the Financial Conduct Authority and The Money and Pensions Service. Its landmark campaign ‘Take the next step. Invest.’ is designed to improve confidence and understanding around investing, and to help more people see it as a relevant option for their long-term financial plans. The ‘Take the next step. Invest.’ campaign was launched on 23 April 2026 by Rachel Reeves, Chancellor of the Exchequer, at the London Stock Exchange.