• Pensions
  • Transfer a pension

It's easier to keep an eye on your pensions when they're in one place

Transfer your pensions and you could earn £100 to £1,000 cashback

If you have pensions scattered across a number of different providers, now could be a good time to take closer control of your retirement savings by bringing them together in a Fidelity Self-Invested Personal Pension (SIPP).

You’ll be able to see everything you hold with us and exactly what it’s worth in one online valuation.

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.

And, if you decide you do want to fine-tune your investments, you can choose funds from over 100 different managers – not just Fidelity funds.

We won’t charge you to transfer and you could earn up to £1,000 cash back

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 between £100 and £1,000 cash back if we receive your application by 16 December 2016. Terms and conditions apply.


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. 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 October 2016 and 16 December 2016.

Full terms and conditions

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.

I'm a new Fidelity SIPP customer

Open a new Fidelity SIPP and transfer a pension as cash

All transfer options

I already have a Fidelity SIPP

Transfer a pension as cash to your existing Fidelity SIPP

(SIPP opened after 18 Feb 2013)

All transfer options