Transfer and consolidate your pensions with Fidelity and you could earn between £100 to £1000 cashback
If you’ve built up a number of pension pots over the course of your working life, bringing your pension plans together into a Fidelity Self-Invested Personal Pension (SIPP) could make them easier to manage.
As well as helping you keep an eye on costs and giving you access to a wealth of Fidelity guidance:
Pension consolidation allows you to see everything you hold with us and exactly what it’s worth in one place. This gives you more time to concentrate on choosing the investment options that could help you reach your retirement goals.
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You can track your pension transfer and the status of each request online. Should you change your mind you can contact us and we will make reasonable endeavours to stop any transactions still in progress.
Please remember that the value of investments can go down as well as up so you may not get back the amount you originally invest. You cannot normally access money invested in a SIPP until the age of 55.
It’s important to understand that pension transfers are a complex area and may not be suitable for everyone, in particular those with guaranteed benefits, who are not eligible for this offer. Before going ahead with a pension transfer, we strongly recommend that you undertake a full comparison of the charges, features and services offered. To find out what else you should consider before transferring, please read the SIPP transfer factsheet (PDF).
Our UK-based Fidelity Personal Investing team may call you to help you with any queries you may have concerning the process.
The maximum cashback we’ll pay is £1,000 but not all customers will receive this amount. The actual cashback you’ll receive is dependent on the total value of your transfer. The minimum amount you must transfer to be eligible for cashback is £50,000. If you move your assets to another provider within 18 months of completing your transfer, Fidelity reserves the right to reclaim any payments which were made to you as part of this offer. Assets held in an existing Fidelity pension, including the Fidelity Personal Pension provided by Standard Life, the EBS SIPP and any defined contribution pension scheme held through Fidelity are not eligible for the cashback offer. This offer is valid for qualifying applications received between 17 March 2017 and midnight on 9 June 2017.