• Pensions
  • How to transfer a pension
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How to transfer a pension

Transfer your pension to a Fidelity SIPP (Self-Invested Personal Pension) and take the hassle out of managing your retirement savings.

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.

Move your pension to a Fidelity SIPP in 3 steps

Number 1
Tell us if you're a new customer or an existing Fidelity SIPP customer
Number 2 Decide how you want to transfer your pension funds; transfer as cash and select new investment funds or transfer and keep your current fund choice.
number 3 Complete our straightforward online application form to transfer your pension securely.

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 view the Pension Transfer factsheet. 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. Please remember, 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.

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.

FAQs

  • Which pensions can be transferred?

  • How long will my pension transfer take?

  • Can I track my pension transfer?

  • Are there pension transfer charges or fees?

  • What happens if I wish to keep my existing investment funds?

  • What documents/details do I need before starting the pension transfer?

Want to know more?

Things to consider

Ciustomer case studies

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