Bring your pensions together and you could earn £100 to £1,500 cashback
Pensions with a number of providers? You could plan ahead more effectively if you bring them together in a Fidelity Self-Invested Personal Pension (SIPP).
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.
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.
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. 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 £1,500 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 30 June 2017 and midnight on 1 September 2017.