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Start to transfer a pension

If you've built up a number of pension pots and you'd like to make it easier to manage, our pension transfer service could help you round them up with the Fidelity Self-invested Personal Pension (SIPP).

Important information: 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. The eligibility to invest in a pension depends on individual circumstances and all tax rules may change in the future. If you transfer investments that are not supported by Fidelity, they will be sold and moved to us as cash, which means you will be out of the market until you choose new investments. Fidelity Personal Investing only gives information about products and services and does not provide investment advice based on individual circumstances. Therefore if you are in any doubt whether or not consolidation is suitable for your circumstances we strongly suggest that you seek advice from an authorised financial adviser.

Already opened your Fidelity SIPP?

SIPP opened after 18 Feb 2013

Keep the same fund choice as your current pension (re-registration process)

(Please note this can only be done by completing a paper application form)

Transfer as cash

Transfer now

Don't have a Fidelity SIPP?

 

Keep the same fund choice as your current pension (re-registration process)

(Please note this can only be done by completing a paper application form)

Apply by post

If you would prefer to apply by post, please download an application form

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 if a transfer is right for you, you should speak to an authorised financial adviser who may charge for their service.

Our UK-based Fidelity Personal Investing Team may call you to help you with any queries you may have concerning this process. 

Invested in a Fidelity Personal Pension before 18 February 2013?

To transfer into your Fidelity Personal Pension provided by Standard Life, please download and complete this form.

Already taking an income from your existing pension?

You can still transfer to us if you are already taking an income from your pension. However, before making this decision we believe it is essential that you take advice to make sure this is the right choice for you. Fidelity’s Retirement Service can help you decide if it makes sense to bring your pension pots together. For more information please call us on 0800 084 5045.

After you apply

We’ll contact your existing provider to request the transfer of money. You may be out of the market while the transfer takes place so you could miss out on any growth or income that occurs during this time. When we receive your transfer application we’ll send you a confirmation.

* Based on a £50,000 portfolio, as at 13th June 2015.