• 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. As an added bonus we’ll pay you £100 to £1,000 cashback on the investments you move to us. Exclusions and terms and conditions apply.

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 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 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

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 it take?

  • Can I track my transfer?

  • Will I be charged?

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

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

Want to know more?

Things to consider

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 March 2017 and midnight on 9 June 2017.

Full terms and conditions

Need help with your pension?

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