Transfer your pensions and you could earn £100 to £1,000 cashback
With this information at your fingertips, you can spend less time keeping track of your pensions, leaving you with more time to concentrate on setting your goals and thinking about the investment options that could help you get there.
We will not charge you for transferring your pensions to us, and if your current provider imposes exit fees on your investments with them, we’ll reimburse you up to a total of £500. Terms and conditions apply.
You could also earn £100 to £1,000 cashback if we receive your application by 3 March 2017. Terms and conditions apply.
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Please note that should you change your mind once the deadline has passed, 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. 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).Transfers can take between 8-10 weeks to complete.
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 30 December 2016 and 3 March 2017.
Once you’ve finished transferring your pension, you could be eligible for more cashback by transferring any other investments over to Fidelity.
This might be an ISA or a general investment account you hold with another provider.
In addition to any extra cashback you may receive, the added bonus is that by managing all of your investments in the same place, you make your life a whole lot simpler.