• ISAs
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Fidelity ISAs

An ISA is a flexible and tax-efficient way to invest your money.

You can choose to invest this year’s allowance of £15,240 in stocks and shares or cash or any combination of the two. Best of all you won’t pay any personal or capital gains tax on the investment returns you earn.

Fidelity Stocks & Shares ISA

  • This is a Stocks & Shares ISA that also allows you to hold cash - and earn tax-free interest on this cash
  • You have freedom to move easily between equity funds, bond funds and cash in the one account. This means you can hold money in cash if you are concerned about the market's prospects and move into investments when you believe they have more potential.
  • Invest lump sums or save monthly
  • The 2016/17 allowance is £15,240

Transfer investments to us and earn £100 to £1,000 cashback

If you have ISAs with another provider, we’ll pay you £100 to £1,000 cashback if you decide to transfer them to us (terms and conditions apply).

Then, once you’ve finished, you could be eligible for more cashback by transferring any pensions over to us.

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.

Fidelity Junior ISA

Our Junior ISA allows family and friends to contribute but you manage the savings until your child is 18. And with a 2016/17 allowance of £4,080, you can start saving for your child's future now.

Please note, if you have paid into a Cash or Stocks and Shares ISA since 6 April 2016, you will not be able to open a further ISA of the same type before 6 April 2017. You may however make additional payments – up to the £15,240 ISA subscription limit - into your existing account(s).

Fidelity Personal Investing only gives information about products and services and does not provide investment advice based on individual circumstances. If you are unsure of the suitability of an investment you should speak to an authorised financial adviser, although different terms will apply.

The value of investments can go down as well as up and you may not get back the amount you invest. The value of tax savings and eligibility to invest in an ISA depend on personal circumstances. All tax rules may change in future.

Junior ISAs are only available to UK resident children under 18 who do not have a Child Trust Fund (CTF). Please note that if your child was born between 1 September 2002 and 2 January 2011 the Government would have automatically opened a CTF on your behalf so your child will not be eligible for a Junior ISA. The investment is locked away until the child reaches 18 years old.

Our UK-based Fidelity Personal Investing team may call you to help you with any queries you may have concerning the process. Use this form if you would like to request a call back at a specific time.

Tools and guides

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 30 December 2016 and 03 March 2017.

Full terms and conditions

Investing in an ISA

A small change to your daily routine could add up significantly over the years, for example saving the money you would have spent on a shop-bought coffee into an ISA.

Charges & Fees 

One low cost service fee - our typical service fee is just 0.35% with no additional charges.

 

Here to help

If you have any questions, please call our freephone UK-based team.

Here to help

0333 300 3350

Monday to Friday, 8am to 6pm
Saturday 9am to 6pm.

Need help with your ISA?