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Invest in your future and get £25 cashback

Important information - the value of investments can go down as well as up so you may get back less than you invest. 

Helping you build a better financial future

Whatever you want your future to hold, investing can help make it happen. It's never too late to start, but the longer you’re invested, the more time your money has the potential to grow. 

  • To receive £25 cashback, set up a new regular savings plan for at least £200 a month, or invest a lump sum of £2,500 or more online by 7 December 2020
  • The offer is available to both existing or new customers who hold or wish to open a Fidelity ISA, Self-Invested Personal Pension (SIPP) or Investment Account
  • Enjoy £25 for every account you invest into with the qualifying amount. For example, if qualifying investments are made in an ISA, SIPP and Investment Account,  you’ll receive the maximum of £75.  

Important - Exclusions, T&Cs apply. To claim your cashback, you must complete the offer registration form. You can do this any time before 7 December.

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Open a new account

Explore the benefits of the accounts available with this offer, and open an account to qualify for cashback.

Use an existing account

You can add cash or set up a new regular savings plan if you already hold a Fidelity ISA, SIPP or Investment Account

Register for cashback

Remember, you’ll need to register before 7 December to claim your cashback.

Why invest with Fidelity?

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Expert guidance

Take advantage of our wealth of experience with our range of guidance pages and tools to help plan your investment.

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A wealth of choice

Choose from thousands of funds and shares to help you reach your savings goals.

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Low fees

Benefit from our 0.35% fee if you invest £7,500 or set up a regular savings plan.

How you can invest

Both ISAs and pensions are tax-efficient ways to invest but they work in slightly different ways. There is a place for both, and you might want to consider a mixture of these.
 

Stocks and Shares ISA

  • How can I save?
    Set up a Regular Savings Plan (RSP) or invest lump sums.

  • Is there a minimum amount?
    Start from as little as £50 a month or £1,000 lump sum.

  • How much can I save?
    Save up to £20,000 this tax year and you have up until 5 April 2021 to use it.

  • Can I access my money when I want? 
    Yes, anytime 

  • Who's eligible?
    UK residents over 18. Why not also check out our Junior ISA as a tax-efficient way to invest in your child's future           

  • Is it tax efficient?
    Yes, your savings grow free of UK tax, with no income or capital gains tax to pay on your withdrawals.                                

Self-Invested Personal Pension (SIPP)

  • How can I save?
    Set up a Regular Savings Plan (RSP) or invest lump sums.

  • Is there a minimum amount?
    Start from as little as £40 a month or £800 lump sum.

  • How much can I save?
    Save up to £40,000 this tax year, capped at the amount you earn if this is less.

  • Can I access my money when I want? 
    You can access your pension from age 55.

  • Who's eligible?
    UK residents over 18. In addition, our Junior SIPP is a great way to build a retirement nest egg for your child or grandchildren

  • Is it tax efficient?
    Yes, for every £80 you invest the HMRC will add £20 and more if you’re a higher or additional rate taxpayer.Your pension pot grows free of UK tax and you can normally take up to 25% tax free cash from age 55, with rest of your withdrawals subject to income tax at your marginal rate.  

Please note: If you have used up your annual tax-free allowances, our Investment Account allows you to hold investments outside an ISA or SIPP, with no limit to how much you can invest.

Claim your £25 cashback

If you are eligible for the £25 cashback offer, you must also complete and submit the offer registration form below by 7 December ‘20. 

Please note that the name and email address you provide must be the same as those provided for your Fidelity account. 

What you can do next

Find the right account for you

Find an account that meets your needs by answering a few simple questions.

Get help choosing investments

Our easy-to-use investment tools can help you decide whether you want to invest in funds, shares, ETFs or investment trusts.

Explore share insights

Get the latest news, views and tools to help with investing ideas.

Compete in the Fantasy Share Picking Game

Test your skills for the chance to win £15,000 and other cash prizes. T&Cs apply.

Register to play