• Pensions
  • Transfer a pension

With control comes confidence

Bring your pensions together today and you could earn £100 to £1,000 cashback (Exclusions, T&Cs apply).

If you have pensions with a number of different providers, take closer control of your retirement savings by bringing them together in a Fidelity Self-Invested Personal Pension (SIPP).

Important information

Pension transfers can be complex and some types of pension, in particular those with guaranteed benefits, such as defined benefit schemes and pensions with safeguarded benefits, are not eligible for this offer. Advised transfers and re-registrations are not eligible for this offer.
If you need more time to decide whether transferring your pension to us is right for you, please note that we run cashback offers on a regular basis and you may wish to wait until the next offer period. 
Before going ahead with a pension transfer, we strongly recommend that you undertake a full comparison of the benefits, charges and features offered. To find out what else you should consider before transferring, please read the SIPP transfer factsheet (PDF). If you are in any doubt whether or not a pension transfer is suitable for your circumstances we strongly suggest that you seek advice from an authorised financial adviser.

Transfer your pension to a Fidelity SIPP

Why transfer your pensions?

green tick Easy access - A single statement showing all your investments in one place making your pension pots more manageable.
green tick Low cost - We won't charge you to transfer your pension to us. In fact, we'll also pay up to £500 towards any exit fees from your current provider. Terms & Exclusions apply.
green tick Track your investments - Our desktop site is simple to use and available 24/7 to help you keep track of your activities and monitor your investments.
green tick Wide investment options - Choose from our wide range of funds, or use our expert tools to guide you to the perfect blend of investments.
green tick Dedicated customer service - Available six days a week for information, support or guidance - our UK call centre is here to help you get the most out of your investments.

Get cashback when you transfer

As well as helping you keep an eye on costs and giving you access to a wealth of Fidelity guidance:

  • We won’t charge you to transfer to us
  • Transfer your pensions to us in cash and you could earn £100 to £1,000 cashback if you apply by 8 December 2017 (Exclusions and T&Cs apply)
  • If your current providers charge exit fees, we’ll reimburse you up to £500 (T&Cs apply)

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.

You transferWe pay you
£50,000-£99,999 £100
£100,000-£149,999 £200
£150,000-£199,999 £250
£200,000-£299,999 £350
£300,000-£399,999 £500
£400,000-£499,999 £750
£500,000 or over £1,000

Transfer your pension to a Fidelity SIPP

Start your pension transfer

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.

If you need more time to decide whether transferring your pension to us is right for you, please note that we run cashback offers on a regular basis and you may wish to wait until the next offer period.

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.

Our UK-based Fidelity Personal Investing team may call you to help you with any queries you may have concerning the process.

Get cashback when you transfer

Important information about the cashback offer

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. Only cash transfers in will qualify for the Offer. If you transfer in cash, the provider you are transferring from will sell your investments and send the proceeds directly to us. We will hold them as cash within your account until you decide what you would like to invest in. 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 15 September 2017 and midnight on 8 December 2017.

Full exclusions, terms and conditions

Need more time to decide if transferring is right for you?

If you would like to know when our next SIPP cashback offer begins, please register your name and email address here (link will open in a separate window).

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