You can change the funds in your pension portfolio at any time. You also have the option of moving money into and out of your SIPP Cash Account. There’s no charge for making any of these changes.
If you have any questions, please call our UK-based team.
Monday to Friday, 8am to 6pm,
Saturday 9am to 6pm.
Please be aware that Fidelity Personal Investing does not give advice. If you are unsure of the suitability of an investment, please contact an authorised financial adviser.
Moving money from one fund to another involves two transactions – selling units in one fund and buying units in another. These transactions will usually take place on two successive business days. However, it may take longer, depending on the type of fund involved and the time of day we receive your instructions. After the sell and buy transactions, it can take another four business days for the deals to be completed or ‘settled’, making a total of around six business days. During this time, the money you are moving between funds may not be included in your pension valuation.
Each fund has daily pricing point, which is when we initiate a deal. This has an impact on the way we handle multiple online instructions: